Stakeholders

Import your stakeholders and invite them to join Ledgy

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13 articles in this collection
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General

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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Updated over a week ago

Editing stakeholder data

You can easily edit details of one or multiple stakeholders at any time.
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Updated over a week ago

Viewing portfolio as Stakeholders

You can preview your stakeholder's dashboard to check what your stakeholders will see.
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Updated over a week ago

Share cap table with stakeholders

Set up cap table sharing with stakeholders
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Updated over a week ago

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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Updated over a week ago

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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Updated over a week ago

Deleting stakeholders

Stakeholders can only be deleted if they don't have any transactions, documents, reports, beneficiaries, or signatures associated.
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Written by Support
Updated over a week ago