Guide to Self-Onboarding

QuotaBook onboarding process is largely consisted of 3 steps:

1. Accepting our invitation (explained below)

2. Updating information about your institution (detailed guide pages linked below)

3. Updating information about your stakeholders, shares and options (detailed guide pages linked below)

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1. Accept Email Invitation to QuotaBook

Please accept our invitation sent to your email to proceed with the account registration process.

• Please register with the email address of the person to be in charge of QuotaBook’s account.

• Once registration is complete, don’t forget to click “Notification - Requests - Accept” from the upper-right corner of the page.

Your QuotaBook manager has been temporarily set as administrator for the account creation process. If you want to delete the account, delete it from "Company Settings - Users & Permissions".

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2. Updating Institution and Board Information

Your institution and board information would have been already updated by your manager upon account creation, based on what's written on official documents.‍