| In order to add Directors, Officers, or Managers to a specific entity, follow the steps to Add them as a Stakeholder first. |
- In the left-hand navigation, under Atlas, open the Entities page
- On the Finalized tab, use search and filters to locate the applicable entity
- Click the entity's name to open the details page
- On the Key Information tab, under the Directors/Managers or Officers tile, click Add
- Use the Select Individual drop-down to select the person (if you have not added them as a Stakeholder prior, they will not appear in this list)
- Input their Job Title
- Select their Term
- Check the box to indicate if they are an Authorized Signer
- Add any Notes (e.g., Exec Partner)
- Click Add