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”.

Still need help? Message Us