Managing board members

This document explains how to add and manage board members on QuotaBook.


Navigate to: [Settings] → [Account Settings] → [Board Members]

  • To check board member informations, navigate to Account Settings.
  • You can view the entire history of the past and current board members and their terms in the [Board Members] tab.
  • You can enter the board member information on QuotaBook to manage and work on action items regarding board members.
    • Manage board member terms (Coming soon: Sending term completion reminders to board members)
    • Draft documents requiring CEO signatures (ex. Shareholder lists)
    • Manage board of directors (Coming soon)

Add Board Members

Navigate to: [Settings] → [Account Settings] → [Board Members] → [ + Add Member]

  • Add board members by clicking on the [ + Add Member] button on the top right.

  • You can add both current and past board members.
  • Update the fields below to add a board member:
    • Name and email
    • Role: The title held by the member (ex. CEO, Co-CEO, Managing Director, Outside Director)
    • Status: If he/she is in office or was in the past
    • Start date: The date the board member took office
    • End date: The date the board member’s term ended (only applies to past members)

    Click Submit to save changes.

If you need to edit or delete a board member from the list, click on the [:] on the right end of the member you wish to edit or delete.


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