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Adding Principals and Team Members To Your Firm's Profile
Adding Principals and Team Members To Your Firm's Profile

This article covers how to add principals and team members to your Manager profile.

Updated over a year ago

Key team members or principals can be added from the Profile section of your Manager dashboard.

A principal is defined as someone who owns 20% or more of the operating company or owns any percentage and is involved in the day-to-day management of the company.

  • You can add up to 6 principals

  • You can add background information for each principal including; a photo of them, a brief description, employment history, education history and any licenses that they may have.

You do not need to pay for a principal’s background check.

To add a Principal please complete the following:

  1. Visit the Profile section of your dashboard

  2. Scroll down and then click Edit next to TEAM

  3. Click Add principal(s)

  4. Select the number of Principals you want to add

  5. Add the principal's full name and email address

  6. Click continue

  7. When prompted for payment, ignore the step

  8. Click "Cancel" at the top-right of the page, and principals will still be added

Adding other team members (key people):

From Profile, scroll down then click on “edit” next to TEAM, to add any employee details that you’d like to display on your manager profile.

  1. Visit the Profile section of your dashboard

  2. Scroll down and then click Edit next to TEAM

  3. Select add employee

  4. Add employee details

  5. Click Save

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