Managing Business Information

You find business detail pages in a collection that consolidates all aspects of a business, such as owners, locations, and licenses.

Business license applicants enter detailed business information during the application intake or consultation process. When the application is submitted as a new business, a new business record is created in the Community Development Business Licenses system as per the entries in the application. The new business record is in provisional status until the agency approves the application and issues a license. Once approved, the business information is updated and the business status changes to active.

For a license application submitted using the business information of an existing business in the system, the associated business record is updated based on the entries in the new application.

The integration between the business record and the license application enables you to view the latest information in the business detail pages. Here’s how you access the business detail pages:

Select the Businesses tile on the Agency Springboard.
Registered users access the Businesses tile on the landing page.
On the Businesses page, click the row for a business.
Navigate to business information using the links in the left panel.

The business detail pages help you find information about a specific business:

Page Name	Description
Overview	Displays the legal name and status of the business. Use the Hide Business from Public View switch to allow authorized users to manage the display of business information to public users. By default, this switch is turned off. When the switch is turned on, the business and all its associated business licenses are hidden from public users. Note: The Hide Business from Public View switch is displayed only when the agency allows hiding of a business from public view. For more information, see Setting Up Agency-Level Options for Business Licenses. View the core information regarding the selected business with links to more detail. On the Overview page, review information, when available, about the selected business in sections, such as Business Summary, Latest Activity, Owners and Corporate Officers, and Locations. You can click the View Details links in these sections to navigate to more details. On the Overview page, review information, when available, about the selected business in sections, such as Business Summary, Latest Activity, and Owners and Corporate Officers. You can click the View Details links in these sections to navigate to more details. In the Business Summary section, click the legal name link to open the Business Details page. The Owners or Corporate Officers section displays the owner and up to three previous owners, at a time. If there are more owners, click the chevrons to go forwards and backwards in the list. Click the button on the owner box to open a modal window to view the details.
Business Details	View information such as the legal name of the business, the ownership type, address, federal tax ID, fiscal year end, and other business details. Use the Hide Business from Public View switch to allow authorized users to manage the display of business information to public users. By default, this switch is turned off. When the switch is turned on, the business and all its associated business licenses are hidden from public users. See Setting Up Agency-Level Options for Business Licenses. Note: The Hide Business from Public View switch is displayed only when the agency allows hiding of a business from public view.
Owners	View a list of owners and corporate officers for the business. Click a person on the list to view detailed information about them.
Locations	View a list of the physical locations associated with the business. Click on a location to view detailed information about it.
Licenses	View a list of licenses associated with the business. On this page you can: Click Apply to initiate another license application for the business. For more information on applying for a business license, see Choosing an Application Type. Drill down on each license to view more information. Amend or renew a business license by clicking the three-dot Action menu and selecting the appropriate action. For more information on the Amend and Renew actions, see Managing Business Licenses.

Note: When amendment and renewal transactions include changes to business information, those changes don’t appear on these pages until the transactions are approved.

Adding Business Owners

Select the Businesses tile on the Agency Springboard.

Registered users access the Businesses tile on the landing page.
On the Businesses page, click the row for a business.
Click the Owners link in the left panel.
Click the Add button to open the Owners and Corporate Officers modal page. Enter the details for the owner, such as status, name and contact details. There are three available statuses for an owner: Active, Inactive, and Pending approval. Also enter the ownership percentage, date of birth, and driver's license details.
Click Save.

Note: Whenever a person is added as an owner to a business or business application, the person also gets automatically added as a contact.

The primary contact and contact users who have full access to the application or have access to–view the application, pay fees, and print license–can view the application details. Contacts also see the applications they applied for themselves. See Working with Application Contacts and Setting Up Contact Types.

Updating Business Owner Information

Select the Businesses tile on the Agency Springboard.

Registered users access the Businesses tile on the landing page.
On the Businesses page, click the row for a business.
Click the Owners link in the left panel.
On the Owners or Corporate Officers page, click the row for a business owner to update the information.
On the Owners and Corporate Officers modal page, click the Edit button to make the changes.
Note: You can use the Edit button to change the status of an owner from Active to Inactive or vice versa. But owners in the Pending approval status can’t be updated.
Click Save.