Use the People to list the directors and shareholders of your company.

Go to Settings, select People and you’ll see that the main page has two tabs: Directors and Shareholders
On this page,filter staff by selecting appropriate tab.

You also can filter directors and shareholders by active/inactive status. 

Add/Edit New People

To add new people:

  1. Select Settings in the top menu. 

    2. Select People on the Settings page

  3. Select Add then select either Director or Shareholder on the drop-down menu .

  4. Complete the details. There are some mandatory fields. Note that if Active checkbox is unchecked, the entry becomes inactive.

If your users have Director or Shareholder status, then they will automatically be added to the list of directors or shareholders (see Users Setting).
  5. Select Save

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