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Stakeholder Relationships

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SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated over a month ago

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 relationship options need to be setup by an Administrator.

  1. Navigate to the Admin Settings

  2. Tracking & Data Organisation > Stakeholder Relationships

  3. Select the Record Type, either Individual or Organisation

  4. Input the New Relationship Name at the top of the page and click Add


Once the relationship options are set up by an Administrator, users can link stakeholders and manage/change their relationships in the platform:

  1. Select the Stakeholder you wish to edit

  2. Locate the Relationships section

  3. From the Network Map view you can link stakeholder Relationships and build out your visual network map

  4. From the List view you can create/edit Relationships

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