Articles on: Account

How to grant access

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In order to ensure the credibility of our data only one account can claim ownership of a company. This helps to ensure that company details are securely regulated by one owner at a time and that the company has the correct details submitted to CIPC.

Step 1: The user to whom the company will be transferred must navigate to Add Company and search for the relevant/desired company.

Step 2: From the results of the search, you will be given two options. Either the option to add the company to your portfolio or to the option to Request Access. The later would mean that another individual has already imported that company as theirs on InfoDocs.

Step 3: An email will be sent to the other party who has access to the company, it will be asking permission. You can give access in the following ways:

Deny the request
Grant view-only access
Grant edit access
Transfer ownership (retain third party access)
Transfer ownership (remove access)

Updated on: 23/05/2023

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