Creating a Responsible Professional

  • Updated

We’ll be rolling out improvements to this area, and the workflows it includes, on October 11th. The improvements made to this section will reduce clicks by up to 50%. Want to see what’s coming? Switch on the “Early Access” toggle in the top right-hand corner of your dashboard to familiarize yourself with the upcoming changes. Click here to learn more.

To add a Responsible Professional, follow these simple steps!

A Responsible Professional can be created either from the General > Compliance > Responsible Professionals > + section of an entity or from Affiliations > New > Responsible.
A new page will pull up with 5 tabs to input data on the Contact.


1. Participant

Once selected, a box will pop up to enter the responsible professional's details. Select the profile type and add NOTES if needed.

Select an existing profile to add by using the search bar. If the profile has not yet been made for this person, click the New button at the bottom left-hand corner of the box.


2. Addresses

To add an address, click the blue + Address button.

If there is already an address associated with the profile, select an existing address or add a new address type by clicking + New at the top right-hand corner of the box.


3. Roles

Add their RESPONSIBLE PROFESSIONAL TITLE by clicking the drop-down menu and selecting the title most relevant to them. If they have multiple roles, click the blue + Role button.

Add the EFFECTIVE and END dates by selecting the date on the pop-up calendar. If entered manually, please ensure that the date is in this format:


If the responsible professional is still with the organization, the END date can be left blank.


4. Registration

For a registration to be added to the responsible professional, an existing registration must be created beforehand. If the registration has not been made, please follow the steps found here:

Creating a Registration Associating Agents, Responsible Professionals, and Contacts

To add a registration, click the blue + Registration button and check the box beside each registration relevant to the responsible professional.


5. Review

And finally, this tab is to review that all relevant information has been entered accurately.

Once everything is confirmed accurate, click the blue Save button at the bottom right-hand corner of the box.