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.
By Support and 4 others5 authors158 articles
- How to onboard employees to Ledgy? - video tutorial
- Inviting a stakeholder - video tutorial
- How to reconcile and audit your data in Ledgy? - video tutorial
- How to bulk edit stakeholder information - video tutorial
- Adding stakeholders
- How to bulk import stakeholders?
- How do I delete a stakeholder in Ledgy?
- How to edit stakeholder data?
- How do I organise stakeholders into groups?
- How to preview a stakeholder's dashboard?
- How to invite stakeholders to their dashboard and how to revoke access?
- Share information with a group of stakeholders
- How to add stakeholder custom fields?
- 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 do I collect FATCA/CRS tax certification details from stakeholders?
- How to add a valuation? - video tutorial
- How to bulk edit transactions - video tutorial
- How to add a capital increase? - video tutorial
- End-to-end exercise window and request workflow - video tutorial
- How to create and manage share transfer transactions?
- How to record 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 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 to add 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?
- How to add transaction custom fields?
- How to edit transactions?
- How do I view the audit trail for a transaction?
- How to add a beneficiary to a transaction?
- How do I bulk import equity settlement and exercise transactions with signatures?
- How do Share Lots work in Ledgy?
- How to use the new Transactions Grid view? (Beta)
- How do I fill out the equity settlement import template?
- Connecting, configuring and syncing your HR software - video tutorial
- Mapping additional fields to your HR configuration - video tutorial
- How do I connect and sync my HRIS system with Ledgy?
- 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?
- Grant letter templating and signing workflows using DocuSign - video tutorial
- How to generate digital share certificates on Ledgy? - video tutorial
- How do I upload, share and attach documents in Ledgy?
- Bulk importing grants and automatically generating grant letters for signature - video tutorial
- How do I audit and verify my equity documentation using Ledgy's Document Auditor?
- Equity plans: Pools vs Plans
- How to add pools and plans - video tutorial
- Creating a pool
- Increasing a pool's size
- Decreasing a pool's size
- How to add multiple plans to the same pool
- Creating a pool from reserved shares of one or more stakeholders
- Creating a plan
- How to add Grant Presets to your Plans?
- How to Configure Automated Granting (Beta)
- How to exclude pools from the cap table?
- How to set up an Employee Benefit Trust (EBT) in Ledgy
- How to set up a STAK Foundation in Ledgy
- The EMI scheme in the UK 🇬🇧
- How do I create and manage performance-based vesting conditions?
- Adding Document Templates to your Plans
- Customising your equity plans - video tutorial
- How to setup any kind of vesting schedule in Ledgy
- How to manage your billing and payments?
- How to grant support access, manage your API key and delete your account?
- How to update my company profile 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?
- How do I access Ledgy's Trust Centre for security and compliance information?
- How do I customise the session length for my company?
- How to set up Stakeholder Scenarios?
- How do I collect and manage stakeholder bank details?