How to invite stakeholders to the platform and how to revoke access?

Portfolio access allows your stakeholders (employees, investors, advisors) to view their equity holdings, vesting schedules, documents, and company updates in their personal Ledgy dashboard. Before stakeholders can see this information, you need to invite them to the platform.

This article explains how to invite stakeholders, customise invitation emails, revoke access, and troubleshoot common invitation issues.

Who can invite stakeholders: Account admins and owners can invite stakeholders to the platform access. Only owners can revoke access.

Portfolio access allows stakeholders to log into Ledgy and view their personal equity information:

Important distinction: Portfolio access is different from collaborator access. Collaborators can manage the company's cap table, while stakeholders with portfolio access only see their own equity information.

Ensure that you have added this stakeholder to the platform. You can do so by going into Stakeholders > + Add and filling the modal with the stakeholder details.

Preview the stakeholder dashboard Before sending invitations, preview what each stakeholder will see in their dashboard to verify the information is correct.

Learn how to preview stakeholder dashboards

Ensure email addresses are correct Verify each stakeholder has a valid email address in their profile. Invitations are sent to this email address.

Check the Portfolio access column Ensure the "Portfolio access" column is visible on your Stakeholders page to track invitation status.

Learn more about stakeholder columns

Step 1: Go to the Stakeholders page

Step 2: Click the three-dot icon next to the stakeholder

Step 3: Select Invite as stakeholder

Step 4: Verify the email address is correct

Step 5: Choose the access level you wish to provide to this stakeholder

Step 6: Click Invite

Step 1: Go to the Stakeholders page

Step 2: Check the boxes next to each stakeholders you want to invite

Step 3: Click the Invite button in the bottom-right corner

All selected stakeholders will receive invitation emails simultaneously.

Alternatively, you can use this method to invite stakeholders individually or in bulk:

Step 1: Go to Stakeholders

Step 2: Click the Invite stakeholder button

Step 3: Select the stakeholders you wish to invite

Step 4: Click Invite

If a stakeholder cannot find their invitation or needs a reminder:

Step 1: Go to the Stakeholders page

Step 2: Hover over the stakeholder's row

Step 3: Click the Three dot menu

Step 4: Select Re-invite as a stakeholder

Step 5: Click Save

The stakeholder will receive a new invitation email.

Step 1: Go to Company Settings > General

Step 2: In the Email Templates section, click Review next to Stakeholder Invitation

Step 3: Edit the email:

Step 4: Click Send test to preview (sent to your email address)

Step 5: Click Save to apply

All future invitations will use your customized template.

Important: Only account Owners can revoke stakeholder access.

Step 1: Go to the Stakeholders page

Step 2: Hover over the stakeholder whose access you want to revoke

Step 3: Click the Three dot menu

Step 4: Select Revoke access

Step 5: Press Confirm

The stakeholder will immediately lose access to their portfolio.

An email invitation to join your company expires after 30 days. If a stakeholder hasn't accepted the invitation within this timeframe and you still want them to access their stakes in your company, you'll need to revoke the original invitation and send a new one.

Revoking access removes the stakeholder's ability to log in, but their profile and equity remain in your cap table. Deleting a stakeholder removes them entirely (only possible if they have no transactions).

Yes, you can revoke access and reinvite a stakeholder.