Assigning first-rights holders

Holders are the businesses or contacts entitled to claim a sponsorship during its first-rights window. You can add holders one at a time from the sponsorship detail page, in bulk via CSV, or automatically via the annual rollover wizard.

• Confirm the sponsorship has a renewal window configured.

• Have the holder's email address ready — emails don't need to match an existing sponsor account.

• Decide quantity per holder if you want to split rights across multiple businesses.

1. Open the sponsorship under Sidebar > Sponsorships.

2. Click the First rights tab.

3. Click Add holder.

4. Enter the email and quantity. Optionally attach a business name and internal note.

5. Click Save. The holder appears in the holders list with status Unclaimed.

6. Repeat for additional holders. The total assigned cannot exceed the sponsorship's inventory.

• Use a recognizable internal note (e.g., "Renewed at lunch 4/15") so future admins know context.

• If a holder needs to be replaced, remove the old one and add the new one — the audit log keeps history.

• For multi-rep businesses, assign rights to the primary contact and let them coordinate internally.

Can I assign rights to a contact who isn't yet a sponsor?
Yes. When they claim, Chamberly creates an account using the email on file.

What if I assign more rights than inventory?
The form blocks it and shows the remaining capacity.

Can a single holder hold more than one quantity?
Yes — set the quantity field to the number of slots they're entitled to claim.

• Bulk adding first-rights holders by CSV

• Setting renewal periods and expiration