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To access the following account functions, you must be a collaborator with account owner permissions.
How do you grant support access?
If anything is wrong with your Ledgy account, contact Ledgy's support through email or live chat. For the support team to help you solve the problem as quickly as possible, it is sometimes necessary to grant support access so that the team has access to your account and can better identify and fix the problem.
For company accounts:
Go to Company Settings > General > and then click the Grant help access button on the top-right of the page.
A new window opens, and you decide how many days you want to grant access to your account and confirm the settings.
You can revoke the account access at any time by pressing the Revoke button.
For investment firm accounts:
Go to Firm Settings > Collaborators > and then click the Grant help access button on the top-right of the page.
A new window opens, and you decide how many days you want to grant access to your account and confirm the settings.
You can revoke the account access at any time by pressing the Revoke button.
How do you reveal your API key?
Ledgy provides an API. You can use it to pull your cap table data. The following link will take you to the API documentation.
To access the API, you need your API key. Please follow the steps below.
For company accounts:
Go to Company Settings > General > Find the Danger Zone panel > Click the Reveal button.
A new window opens and reveals your API key.
Copy and save your API key.
For investment firm accounts:
Go to Firm Settings > General > Find the Danger Zone panel > Click the Reveal button.
A new window opens and reveals your API key.
Copy and save your API key.
How do you delete your Ledgy account?
If you want to permanently delete the Ledgy account with all its data from your company or investment firm, you can do this in the account settings.
For company accounts:
Go to Company Settings > General > Find the Danger Zone panel > Click the Delete button.
A new window opens, enter your account name and confirm the deletion.
For investment firm accounts:
Go to Firm Settings > General > Find the Danger Zone panel > Click the Delete button.
A new window opens, enter your account name and confirm the deletion.
