Add and Remove Members

This feature will be available soon.

You can add members of professional bodies as they join, or remove them if they leave the practice.

1. Go to Practice compliance > Professional Memberships.
2. Select the professional body you want to add a member to and select Add member.
3. In the Name box, start typing the name or email address of the user. When it appears, select it.
4. On the Principle type list, specify whether the user is a principle. If Yes, then specify:

• If they are responsible for audit choose Yes or No.
• If they hold a Designated Professional Body (DPB) license choose Yes or No.
• If they are responsible for probate choose Authorised, Non-authorised or Not applicable.

5. On the Professional Bodies list, select the institutions that the user is a member of.
6. Select Save. The user is added as a member.