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 Director, Officer or Manager to an Entity

Learn how to appoint a principal to an entity

Written by Adrian Camara
Updated over a week ago

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