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How to add a key person to your company in Manage

Record directors, partners and other important people for your company in Manage, then edit or delete them later.

Level: beginner · Updated 26 Oct 2026

Before you start

What key persons are

Key persons are the important people linked to a company in Manage: for example directors, partners, owners, your accountant or your company secretary. Keeping them in one place means their contact details are easy to find.

Before you start

  • Choose the company you want to work with. If none is selected, pick one first.
  • You must be the person who created the company. If the company was shared with you, you can view the list but cannot add, edit or delete. A yellow notice on the page tells you this.

Add a key person

  1. Select Key Persons in the left menu.
  2. Select Add Key Person at the top right. If the list is empty, you can also use the button on the empty page.
  3. Under Personal Details, type the First Name. This is required. The Last Name is optional.
  4. Choose a Person Type. This is required. Choices include Director, Owner, Proprietor, Promoter, Shareholder, Partner, Designated Partner, Trustee, Member, Professional, Auditor, Accountant, Manager, Company Secretary and Advocate.
  5. Under Contact Details, add the Regd. Mobile, Regd. WA Mobile (the registered WhatsApp number), Regd. Email, Secondary Mobile and Secondary Email that you have.
  6. Under Location, fill in City, State and Country.
  7. Select Create Key Person.

If you leave First Name empty, you will see First name is required. If you do not choose a Person Type, you will see Person type is required. Fix the field and select the button again. When it works, Manage shows Key person created.

Find a key person

Each person appears as a card showing their name, Person Type and any mobile number, email and city you entered. Type in Search key persons… to narrow the list. The list shows 20 people per page.

Edit a key person

Select Edit on the person's card, change what you need, and select Update Key Person. You will see Key person updated.

Delete a key person

Select Delete on the card. Manage asks you to confirm that the person will be removed from the key persons of your company. Select Delete key person to go ahead. You will see Key person deleted.

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Steps

  1. Select Key Persons in the left menu. The page shows the name of your current company under the heading Key Persons.
  2. Select Add Key Person. A panel called Add Key Person slides open.
  3. Type the First Name, which is required. Add the Last Name if you want. Choose the Person Type, which is also required; a list of options like Director, Owner, and Professional will appear.
  4. Fill in Regd. Mobile, Regd. WA Mobile (the registered WhatsApp number), Regd. Email, Secondary Mobile and Secondary Email as needed. All of these are optional.
  5. Fill in City, State and Country in the Location section.
  6. Select Create Key Person. A message says Key person created and the person appears in the list.
  7. Use Edit on a person's card to change the details and select Update Key Person. To remove a person, select Delete on their card, then confirm by selecting Delete key person in the prompt.

Troubleshooting

Still stuck? Contact support or ask in the community.