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Adding partners

Corporate Compliance and Corporate Admin will be retired on 15 April 2024.
You won't be able to use either software after 15 April 2024. Learn what this means for you

Use the Partners screen to associate partners in your practice with each corporation.

To add a partner
  1. Select Tools > Partners from the main menu. The Partners window opens.
  2. Click Add. The Add Partner window opens.
  3. Enter the following partner data:
    • Code — not mandatory. The code can be auto-generated. It can have a maximum of 10 alphanumeric characters and must be unique across all partners.

    • Given names 

    • Surname.

  4. Click OK. The partner is added to the list of partners.
  5. Click Close. To exit the Partners window and return to the main window.
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