Ledgy

2FA is a method of confirming a user’s claimed identity through two different factors to increase the security of your account.

How to set up and use 2FA (two-factor authentication)?

You have a new email address or simply want to update your password. You can edit these account details easily on Ledgy.

How can I update my name, email, password, or the currency of my personal account?

You're receiving emails you don't want nor need to see? Simply turn notifications off and we'll respect your boundaries.

How to manage your email notifications (including vesting notifications and other email updates)?

This article guides you through how to reset your password if you have forgotten it.

How to reset my Ledgy account password?

Step-by-step guide to remove your personal or company account from the platform

How to delete your personal or company account in Ledgy?

Understand data retention policies, how to export Ledgy data and documents after cancellation.

Data retention and export guide for cancelled Ledgy subscriptions

Learn how to securely log in after a 2FA reset, re-enable two-factor authentication, and store your recovery code to protect your account.

How can I log in and re-enable 2FA securely after a reset?

Learn why Ledgy asks users to re-authenticate for sensitive actions and which account and admin actions currently trigger this prompt.

Why does Ledgy ask me to authenticate again when carrying out certain actions?

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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