This document guides you through dashboard, which provides an overview of company stakeholders, securities, total investments and relevant news clippings.
The company dashboard consists of:
Top navigation bar consists of 4 features:
1) Account menu: You can add or edit your accounts, check the privacy
policy, move to the help center, and log out.
2) Notifications: This tab shows reqeusts sent to your account. You can
accept or reject, or see the details of the requests from Notifications
3) User Guide: Moves you to the support page. You can refer to the user
guide when you have a problem using QuotaBook features.
4) Perks & Benefits: Moves you to Perks & Benefits page. Check and apply
for the perks and benefits exclusively provided to QuotaBook users.
Quick menu provides a shortcut to key and frequently used features on QuotaBook.
Analytics section lets you view key company statistics such as the total number of stakeholders and total outstanding shares.
Company Overview section displays key company information including the CEO, registration number, incorporation date and so on.
You may edit company information by going to [Company Settings] → [Settings] on the left panel.
👉 Editing Institution Information
You can add keywords of your interest to stay updated on the latest news.