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Manage

Record your directors, partners and signatories

Keep the key people of the company — and their contact details — in one place.

  • Get set up
  • 3 steps

Who this is for

Companies, LLPs and partnerships.

Before you start

  • Each person’s name, role and registered email and mobile.

Steps

  1. Open Key Persons

    Choose Key Persons in the side menu.

  2. Add a person

    Choose Add Key Person, enter the First Name and Last Name and pick the Person Type.

  3. Add their contact details

    Add the registered email, mobile and WhatsApp number, and save.

What happens next

The company’s directors, partners and signatories are listed, ready for the apps that need them.

Questions

Does adding a key person give them access?

No. To let someone work in your company, share it with them from Companies → Share company.

Ready? Try it now.

Open Manage in a new tab and follow along.

Open Manage All Manage guides

Next guide: Upload your signature, stamp and UPI QR for invoices

Still stuck?

Ask the community, or tell our support team what you were trying to do.

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