Adding and Editing a Person

A person can be added to the system in different ways:

 

Adding a Person from the Entities menu

Select the “Add Person” button, from the Entities view.

Enter the person’s details and select the relevant “Identification document type” from the drop-down options (Identity Document, Passport, Birth Certificate, Other or Drivers License).

Then click the “Save” button.

 

Adding a Person as an Employee / Member

An Employee (member) should be added from an Employer (group).

From the Employer view, select the “Add Employee” button.

The “Add New Member Account” view will be opened, from where the person’s details (similar to number 1 above) and investment product can be captured.

 

Adding a Person from the Investors menu

A person can also be added from the Investors menu, which will then guide the user through to the new investment (portfolio) view, after adding the person.

Select the “Add Person” button from the “Add Investor” sub menu.

The “Add New Individual” view will be opened (same as in number 1 above), from where the person’s details can be captured.

 

Adding a Person from the Search function

There are several different views for person roles, from where the user would need to first search for an existing person, before adding a new person.
Examples of roles:

  • Adviser
  • User
  • Representative
  • Signatory
  • Beneficiary

For an example of adding an adviser, to be linked to a group see Linking an Adviser to a Group
 
Editing a Person

  • To edit a person, the user would first need to find the existing Person entity.
  • A person can be be searched on either their name, surname or identity number.
  • Select the person link from the search result, to open the Entity view.

Select View Details,

which will open the “Person Details” view from where the fields can be edited – validations will be done on all the compulsory fields on save.

 

Last Updated on 6 years ago by Tinus Burger