Personalise – Business Setup User Guide – Add Partners to a Partnership

A partner must be added as a user. Click here to learn how to add a user to ZotaBooks.

From the left hand menu choose “Business Setup”. The “Business Setup” screen will be displayed. Partners can only be added to a business which is a partnership, the partner icon will only be displayed for a partnership (circled in red below).

Click the partner icon (circled in red above). Click the “New Partner” button.

A new row is added to the partner list in the table at the bottom of the screen (outlined in red below).

Select the partner from the drop down list, enter the number of partner shares they hold in the partnership, select the date the partner shares were assigned to the partner under “Effective From”, if the partner shares are currently held then leave the effective date as “31/12/2999”. Then press the “Save” button. The partner is added to the company. Repeat the process to add additional partners to the company.

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