How do I change stakeholders' name?

1. Individual stakeholders / Stock option grantees.

  • The admin cannot change stakeholders' names once they accept invitation due to security issues.
  • If they have not 'Joined' yet, you can click on the 'three dots' on the right hand side and 'Edit' to change the name of the stakeholder.

📌 Please note that the name will be changed and updated to one that the stakeholder actually typed in when registering and creating their own user accounts. In this case, only the stakeholders themselves can modify the information.

1) If, as a user, you'd like to update your name, click on the 'Profile' on the top right corner, and click 'Profile Settings'.

2) Update your name.

2. Institutions / Fund stakeholders

  • Similarly, the admin cannot change their names due to security issues. 
  • If they have not 'Joined' yet, you can click on the 'three dots' on the right hand side and 'Edit' to change the name of the stakeholder.
  • The name will be changed and updated to one that the stakeholder actually typed in when registering and creating their own user accounts. 
  • If the name of the institution/fund (not the stakeholder or manager name of the institution/fund) is different from its official name, please report it to Quotabook! We will review and fix it for you.