Editing stakeholder data

Within Ledgy, you can easily edit details of one or multiple stakeholders at any time.

    Methods of editing a stakeholder

    • Editing one stakeholder on the Stakeholders page
    • Editing one or more stakeholders using Bulk on the Stakeholders page
    • Importing adjusted details using HR integration

    Editing one stakeholder on the Stakeholders page

    1. On the Stakeholders page, place cursor on the row of the stakeholder you wish to edit
    2. Click on the Edit icon next to the stakeholders' name and adjust needed fields
    3. Click Save

    Editing one or more stakeholders using Bulk on the Stakeholders page

    1. On the Stakeholders page click Bulk
    2. Adjust the fields of one or more stakeholders
    3. Click Save

    Editing stakeholders using an HR integration

    For information on editing stakeholders using an HR integration, please, follow the instructions in the article Managing stakeholders through an HR integration.