Adding Stakeholders and Managers
Stakeholders
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Stakeholders

This page explains how to manage stakeholders and their access permissions on QuotaBook.

This page guides you through adding and managing stakeholders (shareholders, employees, investment managers) on QuotaBook.

THIS PAGE EXPLAINS HOW TO:

  • Add stakeholders
  • Add managers
  • Change access permissions

Note: Adding stakeholders from [Stakeholders] - [All stakeholders] page is only recommended when the number of stakeholders is ten or less. For bulk upload, please reach out to your manager for direct support.

Adding stakeholders

Navigate to: [Stakeholders] → [All Stakeholders]

1. Click [ + Add New] and then Stakeholder.

2. When you click Stakeholder, Add Stakeholder window will pop up. You must first select Stakeholder Type.

Stakeholder Type 1. Individual

For individual investors and stock option holders (employees), select Individual

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Stakeholder Type 2. Institution

  • If the investment was made from a company/institution, and not a fund, select Institution.
  • If the fund name is auto-populated, please check and select the matching result. If not, please type in the official company name.
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Stakeholder Type 3. Fund

For VCs, Private equities and accelerators, select Fund.

  • You must update the investment institution (ex: Quota Ventures) as well as the fund name (ex: Quota Ventures Growth Fund II).
  • If the fund name is auto-populated, please check and select the matching result. If not, please type in the official name of the fund and the institution.
  • Please update the name and email information of the manager. Should there be multiple managers, you can add more by following Adding managers below.
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3. Fill out the rest of the information as necessary.

For Manager Email and Manager Name, enter contact information of the fund / institution manager.

(If there is more than one, enter one and add managers by following the steps below.)

4. Once you are done filling out manager and company information, select access levels you wish to grant. You cannot unselect default permissions.

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5. Select additional view permissions you wish to grant in addition to default permissions. Hover your cursor over the options to see details.

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6. When you check Invite, and an email invitation (shown below) will be sent.

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7. When you add a stakeholder, you will see if this user is already using QuotaBook.

Adding managers

Navigate to: [Stakeholders] → [All Stakeholders]

If the fund has multiple managers, add managers as below.

1. From Stakeholders, click [ + Add New] and then Manager.

2. Select the institution this manager belongs to, and input details. (You cannot add managers to individual investors.)    

If you need to add a new stakeholder, click Add Stakeholder button to add a new user.

Changing access permissions

Navigate to: [Stakeholders] → [All Stakeholders]

There are two ways to edit access permissions.

      1) Edit one stakeholder at a time

          Locate the stakeholder whose access permissions you wish to edit and
          click See more [⋮] button at the right end of the bar. Click Edit.

          Edit access permissions and click Submit to save changes.

      2) Edit multiple stakeholders at once

          Select users whose access permissions you wish to edit and click Change
           Access Levels
.

          Edit access permissions and click  Submit to save changes.

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