Access Levels

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

Collaborator access levels



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

Email notifications

  • 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.

Email notifications

  • 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

  • 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)

Access levels

All stakeholder access levels grant the user 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.

Personal stake

Granting "personal stake" access will allow them to see the information described above.

Full cap table

By granting full cap table access, the stakeholder will see everything described above plus the following:

    • Company cap table data, as seen on the Ownership > Cap table page.
      • For privacy reasons, addresses of other stakeholders are hidden from the cap table.
      • Share class parameters such as liquidation preference are hidden as well.


Note: When accepting the invitation to Ledgy and setting up their account, Stakeholders will be asked to select their role in the company from a drop-down menu (eg. Finance, Legal, Investor, etc.). This doesn't impact their access level that is set up from the Admin side.


Email notifications

  • 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