Principals

Learn how to manage directors, officers, managers, and other types of principals.

Adrian Camara avatar Kenneth Laurin avatar Kyle Marks avatar +2
11 articles in this collection
Written by Adrian Camara, Kenneth Laurin, Kyle Marks and 2 others

Principal Order Numbers

Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Creating and Managing Committees

Learn how to create Committees and appoint Members
Kyle Marks avatar
Written by Kyle Marks
Updated over a week ago

Changing a Principal's Status from Confirmed to Outgoing/Inactive

Learn how to update a principal's status
Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Removing Duplicate People Records

Merge existing duplicate people records to create one person record
Nicole Burch avatar
Written by Nicole Burch
Updated over a week ago

Generating Principal Registers

Laura Grégoire avatar
Written by Laura Grégoire
Updated over a week ago

Global / Bulk Replace Principals

Learn how to bulk replace a director, officer, manager or other principal from multiple entities at once.
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago

Appointing a Principal

Learn how to appoint a principal to an entity
Laura Grégoire avatar
Written by Laura Grégoire
Updated this week

Resigning Principals

Learn how to dismiss an officer, director, director, manager, or other type of principal.
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago

Global / Bulk / Mass Appoint Principals

Learn how to bulk appoint directors, officers and directors.
Adrian Camara avatar
Written by Adrian Camara
Updated over a week ago

Global / Bulk / Mass Resign Principals

Learn how to bulk or mass resign officers, directors, managers or other principals from multiple entities at once.
Kenneth Laurin avatar
Written by Kenneth Laurin
Updated over a week ago

Individuals with Significant Control (ISC)/ Transparency Register

Learn how to track individuals with significant control in an entity
Kyle Marks avatar
Written by Kyle Marks
Updated over a week ago