Stakeholders and other collaborators can have 4 different access levels to your company: owner, admin, view or portfolio. This article explains what they can see and do.
General information on access levels
Access levels are divided into two categories: stakeholders with portfolio access (investors and employees) and collaborators (Owners, Admins and Viewers). The number of collaborators and stakeholders with portfolio access differs depending on the plan you choose:
- Launch plan supports 1 collaborator and unlimited number of stakeholders with portfolio access
- Growth plan supports 3 collaborators and unlimited number of stakeholders with portfolio access
- Scale plan supports unlimited number of collaborators and stakeholders with portfolio access
- Business Angel plan supports 10 collaborators and one investor portfolio
- Fund plan supports unlimited number of collaborators and portfolios
Viewer has the third level of rights within Ledgy. They can:
- View all the published information within Ledgy, but cannot edit this
- Only see published transactions
- When their own access level changes, but not when they lose access
Admin has the second level of rights within Ledgy. On top of what Viewers can do, Admins can:
- View everything and edit most parameters within Ledgy, but cannot publish these changes
- Request Owners to publish their changes by clicking the Request Publish button
- Invite stakeholders, but cannot change their access levels
Note: Read this article to learn how to invite other stakeholders.
- When their access is changed, but not when they lose access
Owner has the highest level of rights within Ledgy. On top of what Admins can do, owners can:
- Manage billing - add or cancel the subscription to Ledgy
- Publish transactions and make them visible to collaborators with Viewer or Portfolio access
- Change access rights of other users
Note: Read this article to learn how to change the access levels of stakeholders.
- Email notifications will be delivered to all other owners of the company when transactions are published or there are changes to access rights or billing. The stakeholder that had their access revoked will not be notified of that change. Hence, everyone in charge is informed on important changes in real-time.
- Weekly digest: Every Monday morning, an email digest is sent to Owners, with information about transaction events (vesting, maturity, expiration), open invitations, open signature requests, and more.
Portfolio access (Employee and Investor dashboard)
Portfolio access gives people access to:
KPIs, reports, and documents that are specifically shared with them by the company
Documents that require their signatures
Their personal portfolio information, including the transactions they're involved in and the documents attached to those transactions. In their dashboard they see the percentage, the number of shares, and the value of their stake according to the latest valuation transaction.
Note: The Employee dashboard and Investor dashboard are slightly different. Whereas Investors can have multiple companies on Ledgy, and their portfolio is more focused on the performance of the company(ies) and their KPIs, on the Employee dashboard employees can see their vesting and other information shared with them. To see these dashboards in detail, visit the articles on the Stakeholder dashboards.
- If the Owner wants to inform them of select actions:
- A new transaction in which the stakeholder is involved
- A transaction that affects the valuation/dilution of the stakeholder
- When a document/report/signature request is shared with them