Stakeholders
Import your stakeholders and invite them to join Ledgy
Adding stakeholdersYou can create stakeholders in various ways depending on the number of stakeholders you wish to import and your location within the app.
How to edit stakeholder data?You can easily edit information of one or multiple stakeholders at any time.
Previewing what your stakeholders can seeYou can preview your stakeholders dashboards to see what they can see. This is useful for validating numbers pre-launch, as well as for any troubleshooting.
How to anonymize stakeholders when you share your cap table?Learn how to protect sensitive investor data while sharing cap table insights using Ledgy's powerful anonymization features.
Stakeholder groupsStakeholders can be added to pre-defined or custom groups.
Share information with a group of stakeholdersShare information with people belonging to groups and custom fields.
Custom fields for stakeholdersCreate, manage, and sync customized data points for all stakeholders to enhance document templating, reporting, and HRIS integration.
Deleting stakeholdersStakeholders can only be deleted if they don't have any transactions, documents, reports, beneficiaries, or signatures associated.
Stakeholder tagsStatus tags help streamline new employee onboarding & leaver off-boarding processes.
Tax RulesThis article explains how to easily set up and manage tax rules for equity events across different jurisdictions and plans.
How do I use Data Management and connect my HR system?Set up your HRIS and manage stakeholder data configuration and their custom fields. Maintain an overview of the fields and their usage.
How do I connect my HiBob account?This guide will outline the steps needed to set up a Service User, link it with Ledgy and configure the sync between the two platforms.
How do I connect my BambooHR account?This article explains the two options for linking BambooHR, creating Custom Access Levels and FAQs.
How do I connect my Personio account?This guide will outline the steps needed to create the API credentials, link it with Ledgy and configure the sync between the two platforms.
How do I connect my Humaans account?This guide will outline the steps needed to create the API key, link it with Ledgy and configure the sync between the two platforms.
How do I connect my Lucca account?This guide will outline the steps needed to create the API key, link it with Ledgy and configure the sync between the two platforms.
How do I connect my CharlieHR account?This guide will outline the steps needed to link Charlie HR with Ledgy via OAuth and configure the sync between the two platforms.
How do I connect my SAP SuccessFactors account?This guide will outline the steps to link your SAP SuccessFactors account with Ledgy and configure the sync between the two platforms.
How do I connect my Darwinbox account?This guide will outline the steps needed to link your Darwinbox account with Ledgy and configure the sync between the two platforms.
How do I connect my Factorial account?This guide will outline the steps needed to link your Factorial account with Ledgy and configure the sync between the two platforms.
How do I connect my Workday account (via OAuth)?This guide will outline the steps on how to link your Workday account with Ledgy via (OAuth) and how to configure the field import settings
How do I invite stakeholders to access the portfolio, and how can I revoke it?For your stakeholders to have access to their portfolio (i.e. Employee or Investor Dashboard), you must invite them to Portfolio Access.
Stakeholder access levelsA stakeholder, like a collaborator, can have different levels of information shared with them.
Understanding Notifications in Ledgy