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How To Add / Edit / Remove Officers
How To Add / Edit / Remove Officers

Easily add / edit / remove Officers to your organization using Ownr

Zoey Wen avatar
Written by Zoey Wen
Updated over a week ago

Officers are important for the day-to-day operations of your business. They have a duty of care to ensure your company is being managed properly. If you want to learn more about an officer's role, just click here.

Adding a New Officer Position

When adding an officer, you have the option to “create” a position or “select” an existing one.

Ownr pre-populates your officer position for "President". However, you can create a new position by visiting Dashboard -> Organization -> Officers -> add Officer. When prompted to add a position, simply type the desired position and press enter or select from the dropdown menu. This will create a new officer position which can be assigned to your desired person and submitted.

A director resolution will be prepared and sent out for signing using our eSignature tool. After the necessary signatures have been collected you will be able to see the updated changes under Organization -> Officers/Minute Book.

Replacing an Officer

To replace an existing officer position with a new person, simply visit your Dashboard. Then click Organization -> Officers. Click the down arrow next to the name of the person you wish to replace, click replace, and add the information of the new person.

A director resolution will be prepared and sent out for signing using our eSignature tool. After the necessary signatures have been collected you will be able to see the updated changes under Organization -> Officers/Minute Book.

Removing an Officer

When removing an officer from your business, visit the Officer's tab -> open the dropdown of the officer you’d like to remove by clicking the “down” arrow -> select Remove. Once you've verified the officer you would like to remove, a Directors Resolution will be automatically sent out for eSigning. Once all the forms are signed by participating Directors, the changes will be shown in Dashboard-> Organization-> Officers/Minute Book.

Note: All corporations must have at least one President. You'll notice that here you only have the options to Replace either one of the two, rather than being given the option to Remove both.

Editing an Officer's Contact Information

To edit an officer's contact information, simply visit the Officer tab -> select desired Officer dropdown by clicking the “down” arrow -> Edit Contact Info. Once the new information is in place, click Save, and the changes will be made.


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