Update a Principal's Status

Changing a Principal's status from Confirmed to Pending or Inactive is simple and easy to do! Just follow these simple steps:

1. Navigate to the Principals tab in the entity in question

2. Click on the Principal record and the Principal modal will pop up

3. Click on the status dropdown in the top right-hand corner

4. Select either the Pending or Inactive status box from the dropdown options

5. If marking as Inactive, scroll to the Roles tab, click on the Role to open the Edit Role modal
6. Select an End Date as well as an End Reason (Removed, Resigned, Retired, Deceased, Other) from the dropdown if applicable

7. Click the blue Save box in the bottom right-hand corner and the status will update

Video Instructions: