Shareholder Dashboard

This guide explains how the shareholder dashboard works (available on the Advanced package) and what shareholders can see and do once enabled.

This is a great tool to improve investor engagement and access to information.  By allowing investors access to their own information, they can self-serve and hopefully reduce the number of irritating questions they ask you!  The shareholder dashboard 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.