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Adding members

Corporate Compliance and Corporate Admin will be retired on 31 March 2024.
You won't be able to use either software after 31 March 2024. Learn what this means for you

The option to Add members is available from the Members screen if the selected company’s class is limited by guarantee. This is set in the Corporation Details screen (see Changing corporation details).

How to add a member
  1.  Select and open the corporation. See Selecting a corporation. The corporation opens at the Details tab.
  2. Click the Members tab. The Members screen opens.

  3. Click Add member on the Task Bar. The Add Member screen opens.

  4. In the Member field, click

    . The Find a Contact screen opens.

  5. Select the member from the list.

  6. Click OK. The member’s name displays in the Member field.

  7. Enter the Date when membership commenced.

  8. Click OK. The member is added to the Members screen.
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