The Library collect together assets or elements that can be re-used on multiple clients.
Thie module holds multiple individual profiles which can be used on multiple clients under this Cosec.
The persons under People can be selected to be included as Shareholders, Directors, Managers. This can be done under the specific section within the client menu.
Important: When a person is appointed as a Director to a company, then that person can use the email to login to ACE and have limited access for the company.
As such, emails for the Person records are unique in the whole ACE system. When an individual is registered by multiple Cosecs, a different email address is needed for each records.
Add New Entry to the People Library
To add a new person, go to Library > People and from the page, click on “Add Person”. Fill up the following fields;
- Title Conferred: Any title conferred in Malaysia
- Name: Required
- Identification Number: Required. Enter a string as identification and choose the type on the next field.
- Identification Type: Choose the type of identification for the value in the previous field.
- Passport Expiry: If the identification type is passport, then please enter the expiry date. If the identification type from the previous field is other than passport, then this field is disabled.
- Nationality: Type in your nationality and choose the correct value from the drop-down box.
- Gender: Enter the gender
- Date of Birth: Enter the date of the birth of the person
- Occupation: Enter person’s occupation
- Race: Enter the person’s race.
- Email: Enter this individual’s email address.
- Contact Number: Enter contact number such as mobile number.
- Address: Please add at least one residential address and one service address. Click on “Add Address” button to add an address. The fields within the popup box is explained below;
- Type: Choose between residential, business and service for this address.
- Address Line 1: First line of the address. Required.
- Address Line 2 & 3: Optional lines.
- Country: Type in the name of the country and click on the right-one from the suggested names below it.
- State: The list of states for the chosen country will be available. Choose one.
- City: The list of cities for the chosen state will be available. Choose one.
- Postcode: Enter the postcode.
- Also Service Address checkbox: Click on this box if this address is also a service address. If the type of address is already “Service”, then this box is disabled.
- Click on “Add Address” when done.
- Back on the form, when the system does not detect a residential and service address, the “Add Person” button will be disabled and you cannot proceed with the submission.
- When all fields have been filled, then you can click on “Add Person” to submit and register this person to the Library.
Upon successful submission, the Library/People page will refresh showing the newly person.