People Overview

Atlas maintains a central persons database — every individual (director, member, trustee, shareholder, or key contact) exists once and can be linked to multiple entities in different roles.

Why a Central Database?

In South African accounting, the same person often appears across multiple entities:

• John Smith may be a director of "Smith Holdings (Pty) Ltd," a trustee of "The Smith Family Trust," and a member of "Smith Properties CC"
• Instead of entering John's details three times, Atlas creates one person record linked to three entities

This ensures:

• ✅ Consistent contact information
• ✅ Single update to change details everywhere
• ✅ Easy compliance reporting across all roles
• ✅ Identifying conflicts of interest or over-commitments

Persons List

Navigate to Persons in the sidebar to view all persons in your practice:

Column	Description
Full Name	Person's full name
ID Number	South African ID or passport number
Email	Primary email address
Phone	Contact number
Linked Entities	Number of entities this person is linked to
Roles	All roles across entities (Director, Trustee, etc.)

Search & Filter

• Search by name, ID number, or email
• Filter by role type (Director, Member, Trustee, etc.)
• Sort by name, linked entity count, or last updated

Creating a Person

Persons are typically created when linking them to an entity, but you can also create standalone records:

1. Navigate to Persons
2. Click + New Person
3. Enter: full name, ID number, email, phone
4. Click Create

The person is now available for linking to any entity.

Viewing a Person

Click any person to see:

• Their full details
• All entities they're linked to, with their role at each
• Activity history