Stakeholder Dashboard

This guide explains how the stakeholder dashboard works (available on the Advanced package) and what shareholders and/ or option holders can see and do once enabled.

This is a great tool to improve engagement with your key stakeholders and access to information.  By allowing stakeholders access to their own information, they can self-serve and hopefully reduce the number of irritating questions they ask you!  The shareholder and option holder dashboards provides a pared-down version of the Kudocs account and information about the company.

For information about granting fuller user access to the company’s full Kudocs account see here.

For information about Portfolio Users, please see here.