Admin Guide
Everything you need to manage your company's equity, cap table, and stakeholder data in Ledgy. From setting up your account to running complex equity scenarios.
Get Started: 5 Steps to Setup Success!
New Admin Homepage
Stakeholder Dashboard Tour (for Admins)
Adding stakeholders
How to bulk import stakeholders?
How to bulk edit stakeholder information - video tutorial
How do I delete a stakeholder in Ledgy?
How to edit stakeholder data?
Stakeholder groups
How do I preview what a stakeholder sees in their dashboard?
How to invite stakeholders to their dashboard and how to revoke access?
Inviting a stakeholder - video tutorial
How to onboard employees to Ledgy? - video tutorial
Share information with a group of stakeholders
Custom fields for stakeholders
Tax Rules
How To Set Up And Share KPIs With Stakeholders
How to create and share updates with investors through Ledgy
How do I configure the Stakeholder Dashboard settings?
How to reconcile and audit your data in Ledgy? - video tutorial
How do Ledgy's HRIS integrations work?
How do I connect and sync my HRIS system with Ledgy?
Connecting, configuring and syncing your HR software - video tutorial
Mapping additional fields to your HR configuration - video tutorial
What are the best practices for migrating HRIS integrations in Ledgy?
How do I connect my HiBob account?
How do I connect my BambooHR account?
How do I connect my Personio account?
How do I connect my Workday account (via ISU)?
How do I connect my Humaans account?
How do I connect my Lucca account?
How do I connect my CharlieHR account?
How do I connect my SAP SuccessFactors account?
How do I connect my Darwinbox account?
How do I connect my Factorial account?
Transferring shares from one stakeholder to another
How to enter a financing round in Ledgy
How to add a payout for stakeholders?
How to bulk import transactions?
How to manage convertible loans in Ledgy?
How to record dividends in Ledgy?
How to convert share classes
What transaction types can I add on Ledgy?
How do I issue shares?
How to decrease shares
How can I publish transactions?
How do you create a stock split?
How do I add valuations? How many valuation types does Ledgy support?
How do I record transactions in different currencies in Ledgy?
Custom fields for transactions
How to edit transactions
Transaction Audit Trails
How to add a beneficiary to a transaction
How to add a valuation
How to bulk edit transactions
How to add a capital increase
End-to-end exercise window and request workflow
How do I bulk import equity settlement and exercise transactions with signatures?
How do Share Lots work in Ledgy?
How do I upload, share and attach documents in Ledgy?
Grant letter templating and signing workflows using DocuSign
How to generate digital share certificates on Ledgy
Bulk importing grants and automatically generating grant letters for signature
How do I audit and verify my equity documentation using Ledgy's Document Auditor?
Equity plans: Pools vs Plans
Creating a pool
How to Configure Automated Granting
Increasing a pool's size
How to set up an Employee Benefit Trust (EBT) in Ledgy
Decreasing a pool's size
How to set up a STAK Foundation in Ledgy
How to exclude pools from the cap table?
Creating a pool from reserved shares of one or more stakeholders
Creating a plan
How to add Grant Presets to your Plans?
The EMI scheme in the UK 🇬🇧
How do I create and manage performance-based vesting conditions?
Adding Document Templates to your Plans
How to add pools and plans
Customising your equity plans
How to add multiple plans to the same pool
How to setup any kind of vesting schedule in Ledgy
How do I fill out the equity settlement import template?
How to manage your billing and payments?
How to grant support access, find your API key and delete your account
How to change your company details
How do stakeholder invitation emails work?
How do I change the base currency of my company?
Manage access with default and custom collaborator roles
Set up SCIM for automatic user provisioning
Set up Single Sign-On (SSO) for secure authentication
How to enable fractional shares