Managing Groups
Stakeholders
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Stakeholders

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

This document explains how to add and manage stakeholder or manager groups on Quotaboook.

Add stakeholder / manager groups

You can group your stakeholders based on your needs from the [Groups] tab. Group stakeholders by funding rounds, or employees who received stock options.

This grouping feature comes in handy when you need to alert a specific group about various company and stakeholder updates.

Go to [Stakeholders] → [All Stakeholders] → [Groups]

1. Click [+Add Groups], then enter a group name.

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  • You can enter a group name of your choice. If an institution has more than one manager, you may drill down the drop down list to specify a particular contact point within that institution to create a group.

2. Go to [⋮] → [Edit] to make changes to the groups you created.

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