Go to Ledgy
All Collections
Stakeholders
Stakeholders
Import your stakeholders and invite them to join Ledgy
13 articles in this collection
Written by
Support
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.
Written by
Support
Updated over a week ago
Editing stakeholder data
You can easily edit details of one or multiple stakeholders at any time.
Written by
Support
Updated over a week ago
Viewing portfolio as Stakeholders
You can preview your stakeholder's dashboard to check what your stakeholders will see.
Written by
Support
Updated over a week ago
Share cap table with stakeholders
Set up cap table sharing with stakeholders
Written by
Support
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.
Written by
Support
Updated over a week ago
Stakeholder groups
Stakeholders can be added to pre-defined or custom groups.
Written by
Support
Updated over a week ago
Share information with a group of stakeholders
Share information with people belonging to groups and custom fields.
Written by
Support
Updated over a week ago
Commonly used stakeholder columns
Organize your stakeholder's information
Written by
Support
Updated over a week ago
Custom fields for stakeholders
Structure your stakeholders with custom fields
Written by
Support
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.
Written by
Support
Updated over a week ago
Invitations
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.
Written by
Support
Updated over a week ago
Stakeholder access levels
A stakeholder, like a collaborator, can have different levels of information shared with them.
Written by
Support
Updated over a week ago
Offboarding
How do I offboard an employee?
Offboarding employees as leavers, good or bad, is a necessity for every type of business and industry.
Written by
Support
Updated over a week ago