Who is an Authorized Representative? An Authorized Representative is a person legally allowed to act on behalf of your business. This could be you, if you're a solo practitioner, or someone else if your business structure includes multiple people.
This step is crucial for ensuring that your business's legal and operational activities are accurately represented within the CRM.
Checklist Before You Start
Be ready with the name, email, and phone number of the Authorized Representative (Owner).
Know the official title of the representative (e.g., CEO, Director).
Step-by-Step Guide
Access Business Profile Settings:
On your CRM dashboard, find the left-hand navigation menu.
Scroll to "Settings" and select "Business Profile".
Enter Authorized Representative Details:
Locate the section dedicated to the Authorized Representative.
Fill in the necessary details:
Name of the representative.
Their email address.
Their phone number.
Their official title within your business (such as CEO or Director).
Update Information:
Once all the details are correctly filled in, click "Update Information" to save your changes.
Understanding the Role of an Authorized Representative
Authorized Representative: This is the person who has legal authority to make decisions and act on behalf of your business. For legal matters, contracts, or any official documentation within the CRM, this person's information will be used.
Whether you're a solo notary public or part of a larger organization, accurately setting up your Authorized Representative in the Notary Success CRM ensures that your business profile reflects the correct point of contact for legal and operational purposes. This clarity is essential for maintaining the professionalism and legality of your notary services.