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Edit or Delete Stakeholder Details

Update stakeholder contact information like their email, street address, contact person or signatories, or remove stakeholders from your company registry.

To edit stakeholder details:

  1. Click People in the main menu

  2. Find the stakeholder you want to edit

  3. Click the edit icon in the Actions column of their record

  4. Click Edit in the top right corner to open all fields

  5. Update the information as needed

  6. Click Save when complete

To delete a stakeholder:

  1. Click People in the main menu

  2. Find the stakeholder you want to delete

  3. Click More in the Actions column of their record

  4. Select Delete to remove the stakeholder

Important: If the stakeholder has associated transactions (share issuances, transfers, or splits), you must delete those transactions first before removing the stakeholder.

Learn more: How to edit or delete transactions