All Collections
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.
Editing stakeholder dataYou can easily edit details of one or multiple stakeholders at any time.
Viewing portfolio as StakeholdersYou can preview your stakeholder's dashboard to check what your stakeholders will see.
How to anonymize stakeholders when you share your cap table?You can learn what stakeholders can see when you share a cap table and how to anonymize stakeholders in your shared cap table.
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.
Commonly used stakeholder columnsOrganize your stakeholder's information
Custom fields for stakeholders
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.
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 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.