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 portfolio access.
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 portfolio access. Only owners can revoke access.
Before inviting stakeholders
Preview the stakeholder dashboard
Before sending invitations, you can preview what each stakeholder will see in their dashboard. This helps you verify that the information is correct and complete.
Ensure email addresses are correct
Make sure each stakeholder has a valid email address in their profile. Invitations are sent to the email address in their stakeholder record, so verify these are accurate before inviting.
Inviting stakeholders
Please see the following articles to learn how to invite stakeholders:
After inviting a stakeholder, the following email will be sent regularly:
Subject:
{Company name} invites you to join Ledgy
Email:
Hello {name},
At {Company name} we are rolling out Ledgy, a collaboration platform that helps you understand your equity and track its growth over time. We will use Ledgy to share the latest equity transactions, company updates, and documents to sign.
Please accept this invitation to start your equity journey on Ledgy. It only takes 2 minutes!
Kind regards,
{Collaborator name}
You can customise the email text according to your requirements.
How to customise invitation emails
You can customise the email template that stakeholders receive when you invite them to portfolio access.
Step 1: Navigate to company settings
Go to Company Settings > General.
Step 2: Access email templates
In the Email Templates section, click the Review button next to Stakeholder Invitation.
Step 3: Edit the template
You'll see a default email template. You can customise:
Subject line - The email subject stakeholders will see
Message body - The email content and any personalised text
Step 4: Test the email
Click Send test to send a test email to your own email address (shown in brackets). Review how the email looks and make adjustments as needed.
Step 5: Save changes
Click Save to apply your customised email template.
All future invitations will use your customised template until you change it again.
Where are email notifications sent?
Email notification delivery:
Ledgy sends email notifications to different addresses depending on whether the stakeholder has accepted their invitation:
Before accepting: Notifications go to the email in their stakeholder profile (the one you entered in Ledgy)
After accepting: Notifications go to the email they used when creating their Ledgy account
Important: Stakeholders can choose any email address when creating their Ledgy account, it doesn't have to match the email in their stakeholder profile. If they use a different email, all future notifications will go to that new address instead.
Exception: If your company uses Single Sign-On (SSO), stakeholders must use their SSO email and cannot choose a different one.
In the following, various use cases are listed, as well as where email notifications are sent.
Use case | |
Signature invite (user without email) | Stakeholder's email from stakeholder profile from your company account |
Signature invite (user with email) | User's email from the user account |
Share Document notification | User's email from the user account |
Signature completed notification | User's email from the user account |
Invite to portfolio company | User's email from the user account |
Re-invite stakeholder as user | Stakeholder's email from stakeholder profile from your company account |
Invite collaborator | Collaborator's email from your company account |
Re-invite collaborator | Collaborator's email from your company account |
Publish report - Owners | User's email from the user account, loaded from collaborator |
Publish report - Others |
|
Change stakeholder access | Stakeholder's email from stakeholder profile from your company account |
Change collaborator access | User's email from the user account, loaded from collaborator |
Publish transaction - newly invited stakeholders | Stakeholder's email from stakeholder profile from your company account |
Publish transaction - already invited stakeholders | User's email from the user account |
Email verification reminder | User's email from the user account |