Introduction
The Admin Homepage is your task-focused landing page in Ledgy that surfaces all pending equity actions in one place. Instead of a traditional dashboard with static information, Admin Home shows you a prioritised list of tasks requiring attention across all your equity workflows—including document signatures awaiting publication, exercise requests needing review, draft transactions requiring approval, and stakeholders needing onboarding. This guide explains how to use Admin Home, what tasks appear there, and how to complete actions efficiently from this central interface.
Key features
The Open Tasks section displays all pending actions across your equity workflows in a single, prioritised list. Task types that appear in Open Tasks include:
Document workflows: Documents requiring signatures or publication
Exercise requests: Stock option exercise requests needing review, acceptance, or publication
RSU requests: RSU release requests requiring review, acceptance, or publication
Draft transactions: Transactions awaiting review and publication
HRIS syncs: Pending synchronisations from your connected HR systems
Scheduled updates: Pre-scheduled updates requiring your confirmation
Stakeholder workflows: Stakeholders requiring onboarding or offboarding actions
Quick Stats indicators
Quick Stats gives you an at-a-glance view of key metrics for your equity programme, including your stakeholder invitation percentage, open equity windows, and pending signature requests.
Command Bar navigation
Admin Home works with the Command Bar (Cmd+K on Mac or Ctrl+K on Windows) for fast navigation. You can search for specific pages, stakeholders, transactions, or actions without using the sidebar menu
How to Get Started
Navigate to Home from the main sidebar menu.
Review your 'Open Tasks' to see your prioritised to-do list.
Click on any task row to be taken directly to the relevant page to complete the action.
Select the New view toggle at the top of the page if you need to switch back to the old dashboard view.
Tips
Use the Command Bar (Cmd+K or Ctrl+K) for quick navigation. You can search for specific pages, stakeholders, or actions without using the sidebar menu.
Who can access Admin Home?
Admin Home is available to all account administrators on every Ledgy plan. Stakeholders (non-admin users) do not see Admin Home when they log in; they see their personal stakeholder dashboard instead.
Key Benefits
Stay on top of tasks: The dynamic 'Open Tasks' section shows you all pending actions, such as onboarding new stakeholders or getting documents signed, so nothing gets missed.
Work more efficiently: The task-focused design helps you quickly complete actions directly from your home page, shifting from passive data monitoring to active task completion.
Monitor company health: See key metrics at a glance with 'Quick Stats' indicators, such as your stakeholder invitation percentage, open equity windows, and pending signatures.