Appointing the right people to formal leadership roles keeps a company compliant and well-run. Within Dappr you can record – and, if necessary, obtain shareholder, member, director, or manager approval for – every new manager (LLC), director (corporation), or officer (any entity type) without leaving the platform. This guide explains the full appointment workflow, the built-in approval options, and what happens behind the scenes once an appointment is confirmed.
Where to begin
After signing in, open Business Records ➜ Management.
The submenu automatically adapts to the company’s legal structure:
LLC – you will see Managers (only if the LLC is manager-managed) and Officers.
Corporation – you will see Directors and Officers.
In the upper-right corner of each list is a button labelled Add manager, Add director, or Add officer. Clicking this button launches a four-step appointment wizard.
Step-by-step inside the wizard
Step 1: Position & appointee
Choose the role from the dropdown—Chief Executive Officer, President, Treasurer, Vice-President, Secretary, Assistant Treasurer, or Assistant Secretary for officers, any board seat for directors, or a manager slot for LLCs. (The list automatically enforces the “one of each” rule for officers, except that you may create as many Vice-President positions as you like.)
Select an existing person or click Add new person to enter someone who is not yet connected to the company. Finally, choose the start date. You can record a past date, but dates that precede the company’s formation may cause confusion during audits, so Dappr recommends using the true effective date whenever possible.
Step 2: Compliance details
If you want the public-facing title to differ from the formal one, type it into the Custom title field (e.g., Vice-President ➜ VP of Marketing). You may also tailor the Responsibilities description; otherwise, Dappr inserts the platform’s default language.
Next, tell Dappr how the appointment will be authorized:
Add to next meeting – the draft resolution is queued for the next owners’ or governing-body (Manager / Board of Directors) meeting.
Issue written consent – a written consent is generated immediately and routed to the relevant signers.
Appointment is already authorized – choose the previously approved resolution from the dropdown so Dappr can link the paperwork.
Corporations only: If the company’s bylaws allow a board to fill a mid-term vacancy without shareholder approval, directors can follow option 3 after they have adopted their own vacancy-filling resolution.
Step 3: Compensation & documents
Indicate whether the role is salaried, hourly, or unpaid, and enter the annual or hourly amount if applicable. Upload any employment, appointment, or board-service agreement in the Employment agreement box. Non-cash compensation – equity grants, option awards, benefits – must be spelled out either in that agreement (which will ride as an exhibit to the resolution) or in a standalone resolution adopted separately.
Step 4: Review & submit
A summary page reminds you who is being appointed, the start date, and the chosen approval method. Press Submit to finish.
What Dappr does with the approval paths
Queued for a meeting – The resolution lands on the next agenda. If the meeting approves it, Dappr proceeds exactly as if the appointment had been pre-authorized. If the meeting rejects it, the draft resolution stays on record but the appointment entry itself is erased.
Written consent – Signatories receive a to-do task and email invitation. Unanimous approval triggers the appointment, while a failed consent deletes only the appointment entry; the signed (or partially signed) consent remains in Business Records.
Already authorized – The system marks the cited resolution as “linked” so it cannot be reused for other special actions, then skips straight to activation.
After an appointment is approved
Status update – The record shows Starting soon if the start date is in the future or Ongoing if it is in the past.
User account & permissions –
If the person has no user profile, Dappr creates an invitation that is sent on the start date (or immediately when the start date is today or earlier) and assigns the default permission set for that role.
If the person already has an account, Dappr never downgrades existing permissions. It simply adds any higher-rank access required by the new role.
Onboarding & ID verification – New managers, directors, and officers must complete onboarding, including identity verification, promptly. Dappr’s risk engine monitors progress; if onboarding stalls for an extended period it alerts the legal representative and, after a final deadline passes, may suspend sensitive features such as the Dappr Financial Account until verification is complete. Most accounts reactivate automatically the moment onboarding finishes, though a small subset involving enhanced reviews may need manual re-enablement.
Governance nuances to remember
Corporations – Shareholders normally elect directors, but a board may fill a vacant seat mid-term if the bylaws permit. Use a board resolution first, then record the appointment via option 3.
LLCs – The Managers section is visible only when the company is manager-managed. Converting a member-managed LLC to a manager-managed structure generally requires filing an amendment with the state and updating internal documents before Dappr will allow manager appointments. Contact support if you would like to change management structure to "manager-managed".
Officer limits – One CEO, one President, one Treasurer, one Secretary, one Assistant Treasurer, and one Assistant Secretary; unlimited Vice-Presidents.
Best-practice tips
Keep start dates realistic. Back-dating is possible but can complicate cap-table histories, tax filings, and audit trails.
Draft separate resolutions for substantial equity or benefit awards to keep the appointment instrument streamlined.
Where possible, collect written consents in advance of the effective date so new leaders have access to Dappr on day one and can clear onboarding without delaying company operations.
Retain all rejected resolutions and consents. Dappr stores them automatically, giving the company a full compliance archive even when proposals fail.
Frequently asked questions
Can I appoint more than one person to the same officer title?
Only Vice-Presidents can be duplicated. All other officer titles are limited to a single holder.
What if we need to change the start date after approval?
Edit the appointment record directly from the Managers, Directors, or Officers list. Dappr captures the change in the audit log.
Does Dappr notify government agencies of officer changes?
No. Dappr records the change internally and maintains the company’s compliance documents, but any state filings that update officers or managers must be filed separately (you can order them from Dappr’s legal services catalogue). Most states don't require immediate notification, but is rather asking for updated information using a "Statement of Information" (or similar) once or twice a year.
Our written consent stalled because one signer is on leave. What should we do?
Void the pending consent and restart the appointment using either a meeting vote or a new written consent once all signers are available.
Recording appointments in Dappr ensures every leadership change is supported by a clear approval trail, integrated user-access updates, and an audit-ready document set. Following the steps above keeps the company in good standing while giving each new leader the right tools and permissions from day one.