- Go to Entity > People
- Find button Add People and click it
- A pop up modal will appear. You will see two tabs; People & Designation
- In People tab, start typing in the field to search for the people you want to add as Manager
- Select the person.
- Then select the Residential Address and Service Address of this person that you want to associate with this entity. If you don't see any address in the dropdown list, it means this person's address information is not entered at People page.
- Move to Designation tab
- Choose Director from the dropdown list
- You will see the following information. Tick the relevant information.
- Person is Main Contact
- Banking Signing Authority - choose either Check or Maker
- Enter the Appointment Date
- Enter Notes (optional)
- Hit Add People
How to Add Manager? Print
Created by: Admin Officio
Modified on: Mon, 17 Jan, 2022 at 2:05 AM
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