Stakeholder relationships
Simply Stakeholders allows users to link stakeholders with other stakeholders and record the relationship they have with each other.
Stakeholders can be linked in 5 ways:
Individual to Individual
Link an individual to an individual to show relationships such as Family, Neighbour, Spouse, Colleague etc.Organisation to Organisation
Link an organisation to an organisation to show the relationships between organisations such as Parent Company, Corporate Partnership etc.Individual to Organisation
Link an individual to an organisation to show/link the employees and their position within the organisation.Organisation to Division
Link an organisation to a division to show different divisions/departments within an organisation.Stakeholder to Property
Link a stakeholder to a property to show the stakeholder's relationship with the property.
Set up stakeholder relationships
Note:
You need to be an admin or project admin to access stakeholder relationships.
The predefined list of relationships needs to be set up by an administrator. Once set up, any user can update the stakeholders.
Click the Admin Settings icon
in the top right corner.Select Tracking & Data Organisation, then Stakeholder Relationships.
Select the Record Type.
Image of selecting a Record Type to set up a relationship.
Enter a new relationship name and click Add to create a new one.
OR
Click the Edit icon
to change the name of an existing relationship.
Image of how to add or edit a relationship name.
If you have any questions, or need support, please reach out to our Customer Success Team or email [email protected].