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In black taskbar at top of screen click on “Back Office” and then “Members/People”
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In one of the search boxes (e.g. Surname) type in the details for the person you need to add as an Adviser Business Principal, then push Enter.
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When you locate the correct person, click on the link “View member’s profile”.
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This will take you to that person’s Profile homepage.
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From menu on left, click on “Your Organisations”.
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Click on "Edit" link on right-hand side of screen.
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From menu on left, click on "Roles in organisation".
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From the chck-box list select "Principal". If you have the relevant dates put them in, otherwise just leave blank.
- Click on “Save Organisation” button at bottom left of screen.