Introduction
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 manage stakeholder access: Users with permission to edit stakeholders can invite stakeholders, change access levels, and revoke access.
You might find the following video tutorial helpful, as it provides step-by-step guidance on how to invite stakeholders to the platform: Inviting a stakeholder
What is Portfolio access?
Portfolio access allows stakeholders to log into Ledgy and view their personal equity information:
Current equity holdings (e.g. shares, options, warrants)
Vesting schedules and vested amounts
Documents shared with them
Company KPIs you've shared
Transaction history for their equity
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.
Before inviting stakeholders
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.
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.
How to invite stakeholders
Invite a single stakeholder
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
To learn more about Portfolio Access and other Access Levels, you may visit our article.
Invite multiple stakeholders
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
Re-invite a stakeholder
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.
How to customise invitation emails
Step 1: Go to Company Settings > Stakeholder Dashboard
Step 2: In the Email Templates section, click Review next to Stakeholder Invitation
Step 3: Edit the email:
Subject line - Customise the email subject
Message body - Personalise the email content
Step 4: Click Send test to preview (sent to your email address)
Step 5: Click Save to apply
All future invitations will use your customised template.
How to revoke portfolio access
Important: You need permission to edit stakeholders to revoke stakeholder access.
Revoke access for one or multiple stakeholders
Step 1: Go to the Stakeholders page
Step 2: Check the boxes next to the stakeholders whose access you want to revoke
Step 3: Click the three-dot More actions menu in the bulk action bar
Step 4: Select Revoke
Step 5: Press Confirm
Ledgy will revoke access for all selected stakeholders who can still be revoked. If some selected stakeholders are already revoked or no longer actionable, Ledgy shows them as non-revokable and leaves them unchanged.
FAQs
What should I do if the same person has two stakeholder records with different email addresses?
If your goal is for one person to log in once and access both holdings, the best supported setup is usually delegate access.
This is common when someone appears in Ledgy under two separate stakeholder records, for example one record in their own name and another for a holding company, nominee, or second account.
Important: Using the same email address on two separate stakeholder records does not merge those records into one direct stakeholder account in Ledgy. The records remain separate.
Recommended approach: Choose which email address the person should use as their main Ledgy login, keep that email on their primary stakeholder record, and then add them as a delegate of the other stakeholder record they also need to access.
If you also want Ledgy to reflect the economic relationship between the two records in reports or cap table views, you can additionally use a beneficiary. Beneficiaries are for ownership reporting, while delegates are for dashboard access.
When does an invitation expire?
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.
What's the difference between revoking access and deleting a stakeholder?
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).
Can I reinvite after revoking access?
Yes, you can revoke access and reinvite a stakeholder.