Defining stakeholder relationships
Simply Stakeholders allows you to link Stakeholders with other Stakeholders and record the relationship they have with each other.
The ways in which we can link stakeholders are;
Individual to Individual - Used to display relationships such as Family, Neighbor, Spouse, Colleague etc
Organisation to Organisation - Used to display the relationships between Organisations such as Parent Company, Corporate Partnership etc
Individual to Organisation - Used to display/link the employees and their position within the Organisation
Organisation to Division - Used to display different divisions/departments within an Organisation
Stakeholder to Property - Used to display the stakeholders relationship with the Property
The predefined list of relationships needs to be setup by an Administrator, once setup any user can update the stakeholders.
Navigate to the Admin Settings
Tracking & Data Organisation > Stakeholder Relationships
Select the Record Type, either Individual or Organisation
Input the New Relationship Name at the top of the page and click Add
Well done, you have now created your predefined list of Relationships.
Once the relationship options are set up by an Administrator, users can link stakeholders and manage/change their relationships by:
Opening the Stakeholder you wish to edit
Locate the Relationships section
From the Network Map view you can link stakeholder Relationships and build out your visual network map
From the List view you can create/edit Relationships
Updating an individual stakeholder's organisation
You've been informed that your stakeholder no longer works at the same organisation, and now you need to update the details in Simply Stakeholders.
Find and open the stakeholder record
Go to Relationships, and open the Stakeholders list view
Images shows the Relationships tab and Stakeholders List View icon
Locate the organisation that is no longer relevant, hover the record and click on unlink icon
Image shows the location of the unlink icon
Well done, you have now removed the Organisation that is no longer relevant for this stakeholder. To add a new organisation:
Click on Add Stakeholder
Image shows the position of the Add Stakeholder button
Link or create your new Organisation, and click Save
Image shows the pop-up to link or create a new stakeholder
Now that the record has been linked, type in the stakeholders current job title in the Position field
Image shows the Position field
If necessary, leave a note in the Notes section of either the Organisation or Individual record to provide your users more detailed information, like the date of change.
Well done! You have now successfully updated your Stakeholders Organisation details.
If you have any questions, or need support, please reach out to our Customer Success Team or email [email protected].