Managing Share Types

Modified on Tue, 29 Dec 2020 at 05:29 PM

Quick Guide

  1. Navigate to Configuration > Shares > Share Types
  2. Edit / View History of an existing Share Type by clicking on the Actions Menu
  3. Create a new Share Type by clicking on the + Share Type button
  4. Complete the attributes for the Share Type
    • Name: Name of the share type EG: MiClub Corporate Shares
    • Description: a brief description. EG: Share comes with 2 associated 3 Day playing rights
    • Leasable: If the shareholder can lease the playing rights associated with the share to other members
    • Number of Playing Rights: How many playing rights associated with the share EG: 2
    • Enabled: If the share type is visible in the repository.
  5. Status: Select which statuses will be available to select for a share belonging to this share type.
    Note: You can only select 1 status that has an availability of Assigned.
  6. Save
  7. Share Type is now available to select when creating a share. The share will inherit the playing rights and available statuses from this configuration.
  8. Each Share type appears as a unique Tab on the repository page.
     

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