Remove company associates from a verification list

You can remove associates from the verification list to indicate they no longer require verification and approval.

It is not possible to remove authorised persons.

If you remove an associate, you can re-add them at any time.

Remove an associate

  1. Click the Delete icon next to the associate. A confirmation dialog is displayed.
  2. Optionally, provide an explanation for why you’re removing the entry. This explanation is displayed on the profile's Audit report when the associate is removed.
  3. Click Remove. The associate is removed from the verification list and is displayed under the former associates option at the bottom of the verification list. On the Officers verification list, the option is Show former officers. On the Shareholders verification list, it’s Show former shareholders. On the Trustees verification list, it’s Show former trustees.
Although the associate is no longer displayed on the verification list, the associate’s profile and verification status is retained. You can access the associate’s profile by expanding the former associates option at the bottom of the verification list and clicking the associate’s name.

Re-add an associate to the verification list

  1. Click the former associates option at the bottom of the verification list. On the Officers verification list, the option is Show former officers. On the Shareholders verification list, it’s Show former shareholders. On the Trustees verification list, it’s Show former trustees.
  2. The associates that were formerly on the verification list are displayed.
  3. Click Add to list. A confirmation dialog is displayed.
  4. Optionally, provide an explanation for why you’re putting the entry back on the list. This explanation is displayed on the profile's Audit report when the associate is re-added.
  5. Click Add to list. The associate is re-added to the verification list.


How did we do?