How clients can register and manage Directors, Legal Representatives, Powers of Attorney (PoA), and Agents for Service to help facilitate efficient handling of legal and formal communications.

Adding Legal Representatives

Entities can be managed through Organization Settings by selecting the Entities card and clicking the desired entity. Clients can then add and track entity details, manage key directors and officers, and monitor election and resignation dates.

✅ Step 1 - Select the entity

From the Entities card, click on the entity to be managed and click the Representatives tab.  The tab also provides an overview of representatives, including their status, election date, type, and more.

✅ Step 2 - Add a representative

Click to add the representative in the respective tab.

✅ Step 3 - Select the type of role

Clients can add a person or entity.

If adding a person, clients will have the following options:

• Add a person with representative status
• Add a person with a Deel account
• Add a completely new person

If adding an entity, clients will have the following options:

• Add an entity with representative status
• Add an entity with a Deel account
• Add a completely new entity

Clients will follow the flow and be asked to add the entity/person details and provide supporting documentation.

✅ Step 4 - Click Add to complete the process

With that, the representative is added.

By clicking on the added person or entity, clients can edit the general details and documents.

Additionally, they can activate or deactivate the representative account by removing or resigning it, either immediately or at a future date.

Adding Powers of Attorney (PoA), and Agents for Service

Managing Powers of Attorney (POAs) and Agents for Service is essential to centralize information to help facilitate the handling of legal and formal communications in your business. These roles help ensure compliance with legal requirements and maintain operational continuity. With Deel's platform, you can easily register and manage these entities for your business.

✅ Step 1 - Select the entity to manage

From the Entities card, click on the entity to be managed.  

✅ Step 2 - Choose between adding a Powers of Attorney or an Agent for Service

Click the POA/agents of Service tab, and choose between Add power of attorney or Add agents for service.

✅ Step 3 - Enter the details

Clients will be asked to enter some initial details depending on what type of representative they are adding.

✅ Step 4 - Select the authorized types

Clients will be asked to select whether they are adding an Individual or an Entity as their POA or Agent for Service.

• Individual: This is someone who will act on behalf of the company and will require specific documents like identification and proof of address.
• Entity: This refers to another organization performing the same function for your business.

For both individuals and entities, clients will need to provide the effective date and optional expiration date.

They also need to upload the required documentation, including:

• POA Agreement or Contract
• Identification Documents (for individuals)
• Proof of Address

✅ Step 5 - Review and Confirm

After entering the required details and uploading the documents, clients will receive a confirmation message indicating that the POA or Agent has been successfully added.

Clients can view the details by clicking on the specific POA or Agent, which will open a detailed view displaying all relevant information, including the individual’s or entity’s contact information, role, status, effective date, and more.

If a POA or Agent is no longer required, their role can be easily revoked or terminated through the platform.