Overview
ORCA enables you to track all roles and mandates across your entities. By adding a date range to the roles, you can monitor all changes over time. ORCA also allows you to capture various roles, including:
- Employees; CEO, Directors, etc.
- Board Members
- Trust roles; Trustees, Settlor, Protector
- Service Provider;
- Lawyer;
- and many more.
How to manage Mandates & Legal Powers
How to create & display a new role in the structure
How to create a new role in the detail view
