Principals

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

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

Principal Order Numbers

Written by Laura Grégoire
Updated over a week ago

Creating and Managing Committees

Learn how to create Committees and appoint Members

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

Written by Laura Grégoire
Updated over a week ago

Removing Duplicate People Records

Merge existing duplicate people records to create one person record

Written by Nicole Burch
Updated over a week ago

Generating Principal Registers

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.

Written by Adrian Camara
Updated over a week ago

Appointing a Principal

Learn how to appoint a principal to an entity

Written by Laura Grégoire
Updated this week

Resigning Principals

Learn how to dismiss an officer, director, director, manager, or other type of principal.

Written by Adrian Camara
Updated over a week ago

Global / Bulk / Mass Appoint Principals

Learn how to bulk appoint directors, officers and directors.

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.

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

Written by Kyle Marks
Updated over a week ago