Commonly used stakeholder columns

Ledgy allows you to organize each stakeholder's information and much more. Prespecified fields will allow advanced grouping of your stakeholders and usage of additional features. You can also create your company-specific columns using custom fields.

    Selecting columns and grouping by columns

    1. Go to Stakeholders page
    2. In the top right corner, click on the Settings icon
    3. Choose columns you want to group the stakeholders by from the Group by dropdowns
    4. Choose columns to be shown within the Visible columns dropdown or write the name of the column you wish to see

    List of commonly used columns

    Custom fields

    You can create unlimited number of new columns to be shown within your Ledgy Stakeholders page. These fields can be used to structure your stakeholders into subgroups or as variables in document templating. Use XX: YY logic, in which XX stands for the name of the column, and YY for the content of the column for that specific stakeholder. For example, if you need to note the cost center and indicate that the stakeholder uses cost center named fund231, write: Cost center: fund231. For more information you can check out our article on Custom Fields.

    Country

    Country of residence should be given as a two-letter code (for example CH for Switzerland).

    Email

    In order to invite a stakeholder to Ledgy, the email of the stakeholder should be indicated. Inviting them will allow them to see their Ledgy dashboard, participate in signature workflows and much more.

    Group

    You can assign stakeholders to a group such as "Employees", "Founders", "Series A Investors" etc. This allows you to share KPIs, documents or reports through to all group members through one click. There is no limit on the number of groups created, but each stakeholder can only belong to one.

    Note: Your data shared with a group will be visible to all new stakeholders added to that group in the future.

    Identifier

    Identifier column indicates a unique set of characters that represent one stakeholder. Identifier can be imported through the HR integration, or added manually.

    Internal note/Note

    Internal note can be used to indicate specificities on each stakeholder, for which you don't want to create a separate column. For example, you can indicate dates when the employee was on a parental leave, or that they have stellar performance and should get a raise.

    Type

    The Type column specifies whether the stakeholder is a legal entity or not. If the field is not specified, natural is assigned automatically. Ledgy will assign different fields to be filled in for legal or natural stakeholders.

    Usage

    The Usage column is populated by icons that present what is shared with a specific stakeholder, and the type of stake they own. By placing your cursor on one of the icons, the explanation for the icon appears. For example, placing cursor on the KPI icon (visualized as a graph) will indicate all the KPIs shared with that stakeholder.