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.




Keep control of your corporate information: registers, documents, stakeholders, Companies House filings - accurate & available in seconds.

Stakeholder Dashboard - available on Advanced package

Step 1

Switch on/ off in company settings & tailor

More detail
The stakeholder dashboards can be switched on/off in the company settings. Go to Settings > Users and scroll down to the Shareholders' or Option Holder Dashboard section to enable/ disable and tailor permission levels.
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Step 2

Stakeholders sent email invite - no cost to them

More detail
Stakeholders are not charged to use the Stakeholders dashboard. It is included as part of the Advanced package. There may be additional charges for large shareholder bases.
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Step 3

Stakeholders login and view all their information (read only)

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Easy to access and navigate. See high level information about themselves and easy to raise questions with the company/ request changes.

Easy to view shareholder and option holder information (including documents) as needed.
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Stakeholders dashboard enabled instantaneously

  • Easy for company to switch dashboards on/ off and tailor
  • Easy for stakeholders to access

Free Incorporation with every Kudocs package

Kudocs is an authorised Companies House agent