Principals

A sponsor principal is the owner of a for-profit organization or the Board of Directors for a nonprofit organization. If you wish to track sponsor principal individuals and their training, you can do that here.

To add a sponsor principal:

• Click on “Setup” from the main sponsor dashboard.
• Click the blue “Add” button.
• Complete the fields:
• Name (required): include the name as it appears on official documents.
• Position (required): job title or position on the Board of Directors (for non-profit).
• Birthdate (required)
• Term Dates (optional): for members of the Board of Directors.
• Address (required): assists with identification.
• Email Address (required)
• Employer (optional): if Board Member.
• Job Title at Employer (optional)
• Conflicts (optional): record conflicts of interest.
• Checkboxes for “Can Vote” and “Receives Compensation” (optional).
• Click “Save”.