Introduction
When a stakeholder leaves your company but still holds equity (such as vested shares or options), they may need continued access to Ledgy to view their holdings, exercise options, or receive important communications. This article explains how to reinvite stakeholders who have been offboarded.
Important: Offboarding revokes a stakeholder's access to Ledgy. If they still own equity in your company, you should reinvite them using their personal email address to maintain transparency and ensure they can manage their holdings.
Before you begin
Before reinviting an offboarded stakeholder, ensure:
The stakeholder still holds equity — Check the Stakeholders page to confirm they have shares, vested options, or other holdings
You have their personal email address — Work email addresses typically become invalid after offboarding
Their profile is updated — Update the stakeholder's email from their work email to their personal email
How to reinvite an offboarded stakeholder
Option 1: Reinvite during the offboarding process
The easiest way to reinvite a stakeholder is during offboarding itself:
Go to Stakeholders
Click the three-dot menu next to the stakeholder's name
Select Offboard stakeholder
In the offboarding modal, toggle on Re-invite stakeholder via email
Enter their personal email address (if the stakeholder profile contains a personal email, the system will automatically populate this field)
Complete the offboarding process
The stakeholder will receive a new invitation at their personal email address.
Option 2: Reinvite after offboarding has been completed
If you've already offboarded a stakeholder and need to reinvite them:
Step 1: Update their email address
Go to the Stakeholders page
Find the offboarded stakeholder and click Edit
Change their Email field from their work email to their personal email
Click Save
Step 2: Send a new invitation
On the Stakeholders page, find the stakeholder
Click the three-dot menu next to their name
Select Invite as stakeholder (or Re-invite as stakeholder if they were previously invited)
Verify the email address is correct
Choose the appropriate access level (typically "Personal stake" for former employees)
Click Invite
The stakeholder will receive an invitation email and can create their Ledgy account or log in using the new email address.
Option 3: Configure automatic reinvitation in offboarding workflows
If you frequently offboard stakeholders who need continued access, you can automate the reinvitation process:
Go to Equity plans > Workflows > View Workflows
Edit your existing offboarding workflow or create a new one
In the workflow settings, enable Re-invite stakeholders to Ledgy via their personal email
Save the workflow
When you offboard stakeholders using this workflow, they will automatically be reinvited to their personal email (if one exists on their profile).
Note: This feature is available only to customers under the Scale+ Plan and above.
Best practices
Update the email before offboarding — Add the personal email to the stakeholder's profile before offboarding so the system can use it automatically
Use stakeholder groups — Move offboarded stakeholders to a group like "Ex-employees" or "Former team members" for easier management
Communicate the change — Let the departing employee know they will receive a new invitation to access their equity information
Don't delete the stakeholder — If they hold equity, keep them in Ledgy and reinvite them rather than deleting their profile
Troubleshooting
The stakeholder can't find their invitation email
Check the email was sent to the correct address
Ask them to check their spam/junk folder
Use the Re-invite as stakeholder option to send a fresh invitation
The "Invite" option is greyed out
The stakeholder may already have active access — check the Portfolio Access column
Ensure the stakeholder has a valid email address in their profile
The invitation expired
Email invitations expire after 30 days
Simply send a new invitation using the re-invite option