Keeping an accurate and up-to-date record of your company's owners, managers, and employees is a critical compliance requirement. Dappr's Business Records section serves as your official digital minute book, providing a centralized and secure place to manage this information.
This guide explains how to view the records for the key individuals and organizations associated with your company and how to update their contact information.
How to view company personnel
Dappr organizes your company's people into two main categories: Ownership and Management.
From the main menu, navigate to Business Records.
To view owners, select the Ownership tab from the top menu. This will show a list of all Members (for an LLC) or Shareholders (for a Corporation).
To view other key personnel, select the Management tab. You can then use the sub-menu to view lists of your Employees, Officers, or Managers (this last option is only visible for manager-managed LLCs).
The dedicated person page
From any of these lists, you can click on a person or organization to open their dedicated page. This page provides a comprehensive overview, including:
Details: Their full contact information.
Transfer Ledger Entries: For owners, a complete history of their ownership stake, including all transfers.
Positions and Appointments: A list of all roles they hold or have held within the company, such as employee, officer, or board member positions.
Only the company's legal representative and users with sufficient administrative permissions can view these detailed pages.
How to update contact information
You can propose changes to a person or organization's contact information directly from their dedicated page.
Navigate to the person's page as described above.
In the "Details" section, click the Edit details button.
A pop-up window will appear where you can update their contact information, such as their phone number or address. Please note that the legal name cannot be edited.
Click the Save button to submit your changes.
The approval process for active users
The way changes are applied depends on whether the person has an active Dappr user account.
If the person has NOT accepted their invite to join Dappr, any changes you save will be applied immediately and will become the official record.
If the person HAS an active Dappr user account, the changes will not be applied automatically. Instead, your update is treated as a proposed change that the user must approve for security and accuracy.
The user will receive an email notification informing them of the proposed changes.
A task will be added to their to-do list on their main Dappr dashboard.
The user can then review the proposed changes from the task and choose to either accept or reject them.
This approval workflow ensures that an individual's personal information is only updated with their direct consent.