How can I add details about a team members position at my startup?

You can add or edit information about a stakeholder's position in your startup by editing the details of the position tab.

Populating this information saves time when you generate documents as this will be automatically pulled through to the Clara documents. If you provide information about a stakeholder's position while generating a Clara document, this will auto-save in that stakeholders profile.

A stakeholder can only have information about one position saved here. The options are fixed and related to legal document templates and cannot be customised. You can manage the stakeholders roles in the company via the roles tab.

You can use the drop down menus to change the position, department and responsibilities of the stakeholder.