Stakeholders

Adding stakeholders

You can create stakeholders in various ways depending on the number of stakeholders you wish to import and your location within the app.

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Editing stakeholder data

You can easily edit details of one or multiple stakeholders at any time.

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Viewing portfolio as Stakeholders

You can preview your stakeholder's dashboard to check what your stakeholders will see.

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Share cap table with stakeholders

Set up cap table sharing with stakeholders

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Managing stakeholders through an HR integration

Ledgy integrates with several major HR Information Systems (HRIS) to easily import and adjust your stakeholder data.

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Stakeholder groups

Stakeholders can be added to pre-defined or custom groups.

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Share information with a group of stakeholders

Share information with people belonging to groups and custom fields.

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Commonly used stakeholder columns

Organize your stakeholder's information

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Custom fields for stakeholders

Structure your stakeholders with custom fields

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Deleting stakeholders

Stakeholders can only be deleted if they don't have any transactions, documents, reports, beneficiaries, or signatures associated.

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Inviting and revoking stakeholders to Portfolio Access

In order for your stakeholders to have access to their portfolio, you'll need to invite them to Portfolio Access.

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Stakeholder access levels

A stakeholder, like a collaborator, can have different levels of information shared with them.

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How do I offboard an employee?

Offboarding employees as leavers, good or bad, is a necessity for every type of business and industry.

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