Creating a Principal

  • 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 create a principal, follow these simple steps! Screenshots are provided for visual reference.

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


1. Details

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

Click on Profile and 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 + 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.


3. Roles

Add their PRINCIPAL ROLE by clicking the drop-down menu and selecting the title most relevant to them. If they have multiple roles, click the blue + Add 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 principal is still with the organization, the END DATE can be left blank.

Also, 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.


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 Create button at the bottom right-hand corner of the box.