SHAREHOLDERS OVERVIEW
The Shareholders tool is a quick and convenient method of recording the shareholders of your business.

SHAREHOLDERS
1. Shareholders are managed in the HR page.
2. Click on the 'Edit Shareholders' icon in the Toolbar and the shareholders menu will open.



Editing a Shareholder
1. Open the shareholders menu and click on click on any shareholder in the shareholder list. The 'Shareholder' sub-menu will open.


3. Edit the shareholder information and click 'OK'.

Adding a Shareholder
1. Open the shareholders menu and click on the 'Add Shareholder' icon to open the 'Shareholder' sub-menu


3. Edit the shareholder information and click 'OK'.

Deleting a Shareholder
1. Open the shareholders menu and click the 'Enable Delete Mode' icon
2. The icon will turn red and all documents will be put into delete enable mode, displaying a trash symbol in its left hand column.
3. Click on the shareholder you wish to delete and the a confirmation sub-menu will be displayed asking for confirmation of deleting the shareholder.
4. Click 'DELETE' to remove the shareholder.

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