At Ownr, one of our key initiatives is ensuring we make the legal aspects of your business seamless and simple.
Introducing the Ownr Dashboard - A beautiful, centralized area that will let you manage your company... Let's dive in!
Logging in to your Account
Login to your Ownr account by pressing the 'Sign in' button in the the top right corner of the landing page.
If you're already logged in, then the top right button will turn into a Dashboard button.
Once you've logged in, you'll land on your Dashboard - your centralized company management platform.
In the main Dashboard screen, you'll be notified of documents that need to be signed, Pending Changes (with the opportunity to send reminder emails to those that haven't signed), Recent Activity, Tips, and Recent Documents.
Navigating Through the Ownr Dashboard
By clicking at the top of your Ownr dashboard, you will be able to bring down the blue navigation bar and access other companies you manage (top left), company wide search (top right magnifying glass), and adjusting profile settings (top right icon with the person's head). Under profile settings, you can setup two factor authentication.
Left Column Navigation
The headings on the left side of your Ownr Dashboard allow you to easily access documents, create and manage agreements, store important information, and stay organized.
Let's take a closer look at the left-hand components:
Under this section you will have access to all of your company's most pertinent corporate information like:
- Company Info: Company Name, Registered Head Office, Incorporation & Business Numbers, Corporation Key and more.
- Directors & Officers (where you can add/remove/edit information)
- Annual Returns (we'll automatically remind you when it's time to file your annual return)
- Minute Book Documents
- Corporate Activity Tracker
This section allows users to view and manage important documents, shares, and ownership matters related to their business. You'll be able to dive into:
- Exportable Cap Table
- Issuances (filed and ongoing)
- Ownership Transfers (selling shares or changing ownership)
- Convertible Notes & S.A.F.E Agreements
- Shareholder Agreement
- Share Classes & Amendments
- Employee Stock Option Plan
Users on Ownr's Managed Corporation Plan will have access to automated contracts for both employees and contractors for their business. These agreements are dynamic and allow users to customize the agreement to fit their business's needs. Once an employee/contractor has been brought on, users can easily manage their employment directly from their dashboard.
"Documents" on Ownr is an area that allows users to manage a series of legal agreements as well as store all legal and business documents related to their business. Think of this as your business's online unlimited cloud storage! Other documents you can find (Managed Corporation Plan) include:
The last section in your dashboard is the "Settings" tab which gives users the administrative tools to manage their Ownr account. Users will be able to:
- Review/Manage subscriptions
- Review/Manage billing information and history
- Review/Manage additional user rights and invites.