Navigation Menus & Icons | Simply Stakeholders Help Center

Understanding Simply Stakeholders' menus and iconography will make your user experience easier and smoother. The Platform has two main menus - the Navigation Side Bar and the Admin Menu. Our User Interface has a number of common icons that are used across the Platform.

Top Bar Menus

	Drop-down menu – shows a list of the Project Group and Projects
	Search anything bar
	Links to the Help Notes
	Admin Settings
	Account Settings (will display your initials)

Navigation Side Bar

The menu on the left of your screen is the main navigation for Simply Stakeholders. Each Icon represents a different page/function. Please note that your Simply Stakeholders Account might not have all the functions as some are optional like Properties and Forms.

	Dashboard – A customisable overview of the project via interactive widgets/cards.
	Stakeholders – Access to all Stakeholder records and used to view, search, filter, bulk edit and export. Records can be viewed in a list or opened as singular records to edit individually.
	Interactions – Access to all Interaction records and used to view, search, filter, bulk edit and export. Records can be viewed in a list or opened as singular records to edit individually.
	Tasks – Access to all Tasks and used to create Tasks and Task boards, view, search, filter, bulk edit and manage your Tasks. Tasks can be viewed in a list, calendar, by customisable Kanban Task Boards, or opened as singular records to edit individually.
	Properties* – Access to all Property records and used to view, search, filter, bulk edit and export. Records can be viewed in a list or opened as singular records to edit individually. This is a paid optional add-on.
	Forms* – This is your Forms Module and is the interface you will use to create, edit and send out Forms to your Stakeholders. This is a paid optional add-on.
	Group Mail* – This is your Group Mail Module and is the interface you will use to create and send out Group Mail. Send via Outlook is included, however SendGrid and Whispir are paid integration options for additional functionality.
	Reports – This is your custom Reports Module and is the interface you will use to build custom Reporting dashboards. You can create as many Reports as you need, unique to your project reporting needs.

* Please contact your Customer Success Account Executive to find out pricing for optional add-ons or email [email protected].

Simply Stakeholders Icons

There are different icons on every page to guide users through Simply Stakeholders. They are used to represent functions, frame important information or provide a link to another page. Some of the commonly used Simply Stakeholders icons can be found within the Modules and Record View pages are listed below.

Simply Stakeholder Module Icons

	Individual Stakeholder record
	Organisation Stakeholder record
	Shared record – indicates record has been shared across projects
	Bulk edit – allows you to apply an action to a selection of records
	Mini-dashboard – An overview of the records via interactive widgets/cards.
	Print PDF report
	Send report / notification email
	Export records (exports in .xlxs format)
	Delete
	Filters – opens a side bar of filter categories
	List view
	Map view* - not available for Tasks, paid option
	Calendar view - only available for Interactions and Tasks
	Add more toggle
	Show less toggle
	Voice recorder
	Duplicate record
	Preview record / visibility toggle
	Sort toggle
	Sorting filter
	Date created
	Time created

Admin Icons

	Tag visible icon
	Edit Admin record / setting icon

Stakeholders Module

	Network Mapping – Shows a network map of how the Stakeholder is connected to other Stakeholder and Relationship Manager records in your Project
	Change to Individual Change to Organisation Changes the Stakeholder category from Individual to an Organisation
	Change to Inactive - Marks the Stakeholder as inactive and they will not be able to be linked to future interactions. We recommend that you perform this action, rather than deleting the stakeholder profile. This will retain the history of the stakeholder and keep a record of their involvement within the project, including emails, meeting records, complaints etc. Change to Active - reactivates Stakeholder
	Clone - Create a copy of the existing stakeholder record. To Save the copy, some details will need to be changed.
	Delete - Delete the record. Only available to certain User levels
	Print – Prints a PDF report of the individual Stakeholder record
	Unsubscribe - Stakeholders who have asked to be removed from mailing lists. Stakeholders with this setting would not be included in any Group Mail distribution lists. Subscribe - You can also toggle this back on this if a Stakeholder requests to be resubscribed.