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.
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 bottom of the page
Click on Add
Once the relationship options are set up by an Administrator, users can link stakeholders and manage/change their relationships in the platform:
Select the Stakeholder you wish to edit
Under the Summary tab, locate the relationships card at the bottom of the page
Click manage and search for the organization or individual to link
Exit the search function and use the drop down to select the relationship