How do I add a new company representative?

To add a new company representative (e.g. Managing Director) to your account, follow these steps:

1. Go to Entity Data.

2. Select the Representation tab.

3. Click Add member to account.

4. Enter the representative's email address. A valid email address is required to create a Fides account, as users are identified by their email address. 

5. Enter the representative's role title. This title will appear beneath their signature in Fides.

6. Select the representative's capacity (e.g. Managing Director, Proxy, or Power of Attorney). If you select Managing Director, the representative will automatically be added to the Managing Directors Committee.

7. Select the representation type (sole or joint representation).

8. Choose whether to send an email invitation to activate the representative's Fides account. If you do not send an invitation, the representative will remain a passive member and will not have access to the account.

If you want to add an existing member to a specific committee, check out this FAQ on How To Add Committee Members.