Set Up Board Members and Signees

Add directors and authorized people to your company, then designate which board members can sign legal documents like share certificates on behalf of the company.

1. Go to Company → Groups & Board → Board Members

2. Click Add Board Member in the top right corner

3. Complete the required fields for the board member's information, including full name, email, and their role (e.g., director, secretary)

4. Configure their signing authority:

   • Company Signee can sign documents like Share Certificates and Subscription Agreements

   • Maximum two signees per company

   • Recommended to add two signees if applicable

5. Optional: Send an invite to give them user access to the platform

6. Click Save to add the board member to your company

Your board member is now added and can be designated as a signee for company documents.