Creating a Principal

  • Updated

To create a principal, follow these simple steps! 

Once in the entity where the principal is to be added, navigate to Principals. Click on the blue + New button on the top right corner. 


1. Details

Once selected, a box will pop up to enter the responsible professional's details. In the dropdown Select the PROFILE TYPE to choose an Entity or Person.  

Add NOTES if needed.

Click on + Add Profile to select the Entity or Person as the Principal. 

Once you select the Person or Entity, you can scroll down to Addresses. 


2. Addresses

You can add addresses when you select the + Add 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 bottom right-hand corner of the box.

Select the applicable Address and click on Apply. 


3. Roles

Click on + Add Role to add their Principal Role. 

A pop-up will appear where you can add their PRINCIPAL ROLE by clicking the drop-down menu and selecting the title most relevant to them. 

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


If the principal is still with the organization, the END DATE can be left blank.

Once you enter the role, click on the blue Add button


If a principal has more than one role, please click on + Add Role again to select a new role.



4. Documents

Add any relevant documents if applicable by clicking + Add Documents.

Once you select + Add Documents, a pop-up will appear where you can select documents to link to Affiliation. 

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