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Persons & Directors

Persons are individuals linked to your entities in specific roles. Atlas maintains a central persons database — one person can be linked to multiple entities in different capacities.

Adding a Person to an Entity​

  1. Open the entity's Persons tab
  2. Click + Add Person
  3. Choose one of two options:

If the person already exists in your practice's database:

  1. Search by name, ID number, or email
  2. Select the person from the results
  3. Assign their role (Director, Member, Trustee, etc.)

Option B: Create New Person​

If the person is new to your practice:

  1. Enter their details:
    • Full name
    • ID number
    • Email
    • Phone
  2. Select their role
  3. Click Create & Link

The person will be added to both the central persons database and linked to the current entity.

Supported Roles​

RoleApplicable TypesNotes
Director(Pty) LtdAppointed/resigned dates, CIPC director ID
MemberCCInterest percentage
TrusteeTrustAppointment date
BeneficiaryTrustNamed or discretionary
Shareholder(Pty) LtdShareholding percentage
PartnerPartnershipProfit-sharing ratio
Key ContactAll typesPrimary contact person
Beneficial OwnerAll typesAs per FICA requirements

Person Details​

Each person record includes:

FieldDescription
Full NameFirst and last name
ID NumberSouth African ID or passport number
EmailContact email
PhoneContact phone number
RoleTheir role at this entity
Appointment DateWhen they took on this role
Resignation DateWhen they left (if applicable)
Active StatusWhether they're currently active
Shareholding %For shareholders only
CIPC Director IDFor directors only

Unlinking a Person​

To remove a person from an entity:

  1. Open the entity's Persons tab
  2. Click the unlink icon next to the person
  3. Confirm the action
info

Unlinking removes the person-entity relationship but does not delete the person from the central database. They remain available for linking to other entities.

Next Steps​