This refers to adding new director information for a corporate account. Here is how to create a new director information.
NOTE: Only Person(s) profiled as a deputy Admin with right(s) to view and create new directors will be able to carry out this operation.
From the left hand side menu, Click ‘Control panel’ as in fig. 10.1a.
Fig 10.1a
- This will display a drop down as in Fig 10.1b below.
Fig 10.1b
Click ‘DIRECTOR’ on the drop down list. See an example in Fig 10.1c below.
Fig 10.1c
- This will display the ACCOUNT DIRECTORS OPERATIONS dashboard as in Fig 10.1d below
Fig 10.1d
STEP 1: From the top menu, click Register as in fig 10.3a below
(fig. 10.3a)
- This displays the ‘Create Corporate Account Director’ console as in fig. 10.3b below.
(fig. 10.3b)
STEP 2: Fill in the details of the new account director in their respective fields. To close the console, click on the ‘CANCEL’ button. See fig. 10.3c for an example of a filled console about to be saved.
(fig. 10.3c)
STEP 3: Click on ‘Save’ to upload the new director information on the Compliance planet software as in fig. 10.3c above.
A confirmation console as in fig. 10.3d will be displayed to confirm your request. Click on ‘CONFIRM’ to proceed to save new account director information or ‘CANCEL’ to go back to console.
(fig. 10.3d)
- A notification as in fig. 10.3e below will be displayed at the top of the page when the information is successfully added.
(fig. 10.3e)
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