Editing subquorums

You can modify a subquorum’s members, name, description, or required approval count. Subquorums are always independent, mandatory prerequisites — editing a subquorum does not let you change it into an OR condition or nest it inside another subquorum.

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When to edit subquorums

Consider editing when:

• Team changes — Someone joins or leaves the approval group
• Role changes — Someone’s role changes; they should no longer be an approver
• Approval speed — Current requirements are too strict or too lenient
• Redundancy — You have overlapping or duplicate subquorums

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Edit a subquorum

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Common edits

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Add a member

Scenario: New CFO joins; needs to be an approver. Action:

1. Open Finance subquorum
2. Tap Edit members, add the new CFO
3. Save changes

Result: New CFO is now part of the Finance subquorum; can count toward its approval requirement.

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Remove a member

Scenario: Treasurer leaving; should no longer approve operations. Action:

1. Open Finance subquorum
2. Find Treasurer in the member list, deselect
3. Save changes

Result: Treasurer can no longer count toward this subquorum’s approval. If this drops the remaining members below the required approval count, you must also lower the count.

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Adjust approval threshold

Scenario: Too many approvers required; approvals are slow. Before: “3 of 5 Treasury Committee” After: “2 of 5 Treasury Committee” Action:

1. Open Treasury Committee subquorum
2. Change requirement from “3 of 5” to “2 of 5”
3. Save changes

Result: This subquorum’s requirement now needs only 2 instead of 3 — faster, but remember every other subquorum on the rule is still independently required too.

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Member count adjustments

When you remove members, the quorum requirement does not automatically adjust — you must update it yourself: Example:

• Before: “2 of 3” members {CFO, Controller, Treasurer}
• Remove: Treasurer
• Now only 2 members remain — if you leave the requirement at “2 of 3,” the subquorum can never be satisfied. Update it to “2 of 2” (or lower) manually.

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Renaming subquorums

You can rename a subquorum for clarity: Before: “SQ1” After: “US Signatories” Renaming helps users understand the subquorum’s purpose without changing its function.

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What you cannot do by editing

Editing a subquorum lets you change its members, approval count, name, and description. It does not let you:

• Turn it into an optional (OR) requirement — every subquorum on a rule remains mandatory
• Nest it inside another subquorum
• Give it a maximum/cap instead of a minimum floor

If your approval model needs optional groups or caps, that isn’t representable with subquorums today — talk to your administrator about restructuring the rule instead.

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Impact analysis

Before finalizing edits, consider the impact: Questions to ask:

1. Will this speed up or slow down approvals?
2. Is the new approval count still achievable given current membership?
3. Will approvers understand the new structure?

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Communicating subquorum changes

When you modify a subquorum, notify affected users:

1. What changed — Which subquorum and what specifically changed
2. Why — Business reason for the modification
3. Effective date — When does it take effect?
4. Impact — How does this affect approval processes?

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Approval for subquorum edits

Modifying subquorums requires approval:

• Approvers: Based on your admin policy
• Timing: Edit takes effect after approval
• Audit trail: Changes are recorded showing before/after state

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Best practices for editing subquorums

• Make one change at a time — Don’t edit multiple subquorums simultaneously; hard to track impact
• Update the approval count when membership shrinks — It does not adjust automatically
• Document the reason — Record why the change was made
• Communicate changes — Notify all approvers of modifications
• Review quarterly — Check that subquorum structure still matches org structure
• Keep it simple — Every subquorum you add is mandatory; more than a few makes approval slow