Principals

This feature allows you to track information about the principals of a sponsoring organization. A sponsor principal is typically defined as the owner of a for-profit organization or a member of the Board of Directors or an executive-level staff person for a nonprofit organization. 

• Login as a Sponsor Admin
• Click on the green tab for Setup

• Click on the icon labeled "Principals"

• To add a new principal, click the blue "Add" button
• To edit an existing principal, click on their name
• Enter or edit the fields:
• Name: include the name as it appears on official documents
• Position
• Birthdate: to ensure the principal is not on the National Disqualified List
• Term Dates: only relevant for members of the Board of Directors
• Address
• Email Address
• Employer
• Job Title at Employer
• Conflicts: record conflicts of interest.
• Checkboxes 
• Can Vote
• Receives Compensation
• Click “Save”.