This document explains how to add and manage board members on QuotaBook.
Navigate to: [Company Settings] → [Settings] → [Board Members] tab
To check board member informations, navigate to 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: [Company Settings] → [Settings] → [Board Members] tab → [ + 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.