In this article, we discuss how to add a Responsible Professional to the entity.
A Responsible Professional is a designated individual listed on an entity’s record who oversees its legal compliance and management. This role may be fulfilled by a lawyer, law clerk, or paralegal.
Within the entity, the Responsible Professionals are added under the General and Compliance section.
To add any additional responsible professionals, click on Add. The profile will always be a person's profile. From here, you can then add in that responsible professional.
If you do not see them in the list, go ahead and add the person. This person will be tied to the registration, so anytime you have a registration that is connected, you will always be able to see their details.
You'll be able to link them to specific groups if they only work with specific entities or default group if they're going to be visible to everyone within the platform.
It mentions that addresses are optional, but you have to add an address, especially if it is the delivery address and any notes that you would like to make.
If you wish to add a suite number, add it before the street number so that everything shows correctly.
Once that is done, you can Add Communication in order to capture their business e-mail. From there, you can add in other details. You can add more information, other communication, such as a cell phone number or a direct line.
Once you have that information completed, you are then going to go ahead and click Add and the order in which you would like it to appear and simply Create that entry.
Once that person appears, select them, and then click on Confirm.
From here, you're going to see it has brought you back into the responsible professional page, confirming the address. You can always remove it if you don't need it by clicking on the trash icon.
And from the Roles, you are simply going to select that their role is the responsible professional and what their title is.
In the event that this person is a lawyer, add in that detail. You can add custom titles to this if you want something like Managing Partner, and the effective date for this entry and then click Create.
From here, you will see that these are the registrations that are on this entity already, so they are immediately connected. Click on Create, and that is how to add a Responsible Professional.
See video below for demonstration:
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