How do I add a Person ?

Manage directors and shareholders and staff of your company.

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Written by Support
Updated over a week ago

In hibooks, you can use the People section to list the directors and shareholders of your company. Learn how to add a user and how to manage Users.

How do I Add a Person ?

  • Go to System Settings at the bottom left of your hibooks page.

  • Select People from the sidebar menu of Settings.

  • Click on Add Person.

Basic Details

  • First Name : write the first name of the person.

  • Last Name : write the last name of the person.

  • Position : indicate if the person is a director or part of the staff. This will enable you to add expenses for them.

  • Number of Shares : if the person has any shares in the company indicate how many.

  • Appointment Date : the date that the person started his position in the company.

  • Active : if you make the person inactive you can longer make entries in the system for this person.

Address Details

  • Same as company address : tick this tickbox if the address of this person is the same as the company's. The information will fill in automatically.

  • Building Number/Name : indicate the building number and name.

  • Street : indicate the street.

  • City/Town : indicate the city or town.

  • Region : indicate the region.

  • Post Code : indicate the post code.

  • Country : indicate the country.

Click on Save when you have finished completing the details.


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