How clients can manage records of our directors and legal representatives to ensure accountability and comply with legal requirements.

Adding Legal Representatives

Entities can be managed through Organization Settings by selecting the Entities card for the organizations that are using this service only. 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.

✅ Step 2 - Add a representative

Clients will have three tabs to choose from: Directors, Legal Representatives, and Officers. They should click on the tab corresponding to the type they wish to add. Each tab also provides an overview of representatives, including their status, election date, type, and more.

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.