Linking Persons to Entities

Linking connects a person record to an entity with a specific role. One person can have different roles at different entities.

How to Link

From the Entity Detail

1. Open the entity → Persons tab
2. Click + Add Person
3. Search for an existing person or create new
4. Select the role (Director, Member, Trustee, etc.)
5. Fill in role-specific fields:

Role	Additional Fields
Director	Appointment date, resignation date, CIPC director ID
Member	Interest percentage
Trustee	Appointment date
Shareholder	Number of shares, shareholding %
Beneficiary	Beneficiary type (named/discretionary)
Partner	Profit-sharing ratio
Key Contact	Contact designation (primary/secondary)

6. Click Link

Viewing Cross-Entity Links

From the Persons list, click a person to see all their entity links:

John Smith
├── Smith Holdings (Pty) Ltd — Director (since 2020-01-15)
├── The Smith Family Trust — Trustee (since 2019-06-01)
└── Smith Properties CC — Member (40% interest)

Updating a Link

To change the role or details:

1. Open the entity → Persons tab
2. Click on the person's role
3. Edit the fields
4. Click Save

Unlinking

Unlinking severs the person-entity relationship:

1. Open the entity → Persons tab
2. Click the unlink icon
3. Confirm

info

The person record remains in the central database and can be re-linked later.

Bulk Linking

When setting up a company with multiple directors:

1. Open the entity → Persons tab
2. Add each director one by one
3. Or use the Data Import feature to bulk-import persons with entity links