Working with Business Owner Information

Adding Business Owners

Select the Businesses, Business Licenses, or Business License Transactions tile on the Agency Springboard.

Registered users access the Businesses tile on the landing page.
On the businesses page, business license page, or business license transaction page, click the desired record.
Click the Owners link in the left panel.

Click the Add button to open the Owners or Corporate Officers modal page.

Page Element	Description
Status	Displays the three available statuses for an owner: Active, Inactive, and Pending approval.
Name details	Includes preferred salutation, first, middle and last names, and suffix and title, if any for the name.
Postal Code	Enter the postal code. If you are in doubt about the postal code, click the Don't Know link, to enter the full address.
Ownership Percentage	Enter the ownership percentage.
Driver's license	Enter the license number, issuing state, and expiration date.
Phone	Enter the phone type, code, number and extension.
Citizenship Status	Displays the three available citizenship statuses for an owner: H4 Visa, US Citizen, and Unknown.

Click Save.

Note:

Whenever a person is added as an owner to a business or business application, business license, or business license transactions, 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, Business Licenses, or Business License Transactions tile on the Agency Springboard.

Registered users access the Businesses tile on the landing page.
On the businesses page, business license page, or business license transaction page, click the desired record.
Click the Owners link in the left panel.
On the Owners or Corporate Officers page, select the row for a business owner and click the Edit button to update the information.

Note:
You can use the Edit button to change the status of an owner from Active to Inactive or Inactive to Active. However, owners in the Pending approval status can’t be updated.
Click Save.