What can stakeholders see when I invite them to Quotabook?

Access to information varies depending on the permission level given to the stakeholders.

  • Single
    • Stakeholders with single view can only have access to the general information of the company, as well as the securities they own (shares, stock options, convertibles) and reports or voting agendas that they were specifically shared with or requested.
    • Permission by menu
      • [General > Dashboard] - Can view
      • [Securities] - Can view and download shares, stock options and convertible that the stakeholder owns
      • [Updates] - Can view reports that were specifically shared with the stakeholder
      • [Meetings & Consents] - Can view voting agendas that the stakeholder is specifically listed as the voter and was shared with
  • Full
    • Stakeholders with full view have see the general information of the company, as well as a full access to all issued securities and shareholder's list and reports or voting agendas that they were specifically shared with or requested. 
    • Permission by menu
      • [General > Dashboard] - Can view
      • [Securities] - Can view and download all shares, stock options and convertibles data but not accessible to related documents such as contracts or term sheets for securities the stakeholder do not own
      • [Capitalization] - Can view all stakeholders and shares by stakeholder and by security, as well as the full financing history and scenario simulation
      • [Updates] - Can view reports that were specifically shared with the stakeholder
      • [Meetings & Consents] - Can view voting agendas that the stakeholder is specifically listed as the voter and was shared with

  • Below are not accessible regardless of stakeholder's permission level
    • [General > Permissions & Roles, Documents, Access Log, Settings]
    • [Updates > Business Reports] - Business reports that were not shared with the stakeholder ( including those that have not yet been shared)
    • [Meeting & Consents > Consents] - Voting agendas that do not include stakeholder as a voter or that have not yet been shared/started