Edit or Remove Officers & Directors

You can update an officer or director's name, email, or role at any time, and remove them from your company records when they leave.

Edit an officer or director

1. Go to People → Officers & Directors.
2. Click the name of the person you want to edit.
3. Click Edit in the top right.
4. Update their name, email address, or role (Director, President, Secretary, Officer/Authorized Person, or Alternate).
5. Click Save.

Remove an officer or director

1. Go to People → Officers & Directors.
2. Click the name of the person you want to remove.
3. Click the trash icon in the top right corner.
4. Confirm the removal.

What happens next

The person is removed from your records. This does not affect any documents they've already signed.

Related articles

• Set Up Officers & Directors for Document Signing
• Invite a Company User
• Managing User Access and Permissions