Enter the board

In the Board step under Representatives, you enter who represents your community. In the next step, you choose from these people who signs the donation receipts (Zuwendungsbestätigungen).

How it works

1. 1Step 1:
   Open Representatives in the Studio. While the setup is in progress, the page starts at the first open step.
2. 2Step 2:
   Enter the first and last name for the Chair. This is required. For a charitable limited company (gemeinnützige GmbH), the Managing director appears there instead.
3. 3Step 3:
   If you wish, fill the Vice chair, Treasurer and Secretary positions. Simply leave positions that nobody holds empty.
4. 4Step 4:
   Add further people with Add person and choose a position for each of them.
5. 5Step 5:
   When you click into a person's row, a field for their email address appears below it. You only need it if this person is to give their signature later via a link sent by email.
6. 6Step 6:
   Click Continue.

If the setup is already complete, click Edit in the Board row of the overview, and Save at the end.

What the Studio checks

• You can't continue without a chair. The Studio then shows “Please enter the chair.” For a gGmbH, the message is “Please enter the managing director.”
• Each name may appear only once in the list.
• Any email address you enter must be valid.

Who can do this

Only “Owner” and “Admin” can change the representatives. The “Finance” role can see the board but can't change it.

You can enter the board even before your community has been activated. Until then, it's the only step, and the button is called Save.