Admin
Learn administrator functions like user access, authentication, and tag management
AuditUse this function to see what records have been added, edited, deleted or what users are most active in a certain project.
Enabling AI Generation of Sentiment ScoreEnabling AI Generated Sentiment Score
Automated WorkflowsYou can set up automated workflows within Simply Stakeholders to automate actions based on key triggers.
NotificationsUnderstanding the Notifications in Simply Stakeholders
Configuration
How to configure your Account in Simply Stakeholders
Project Groups and Project ManagementAccount Administrators can manage Projects and Add or edit Project Groups.
Message TemplatesCreate and use message templates to ensure your brand and image is consistent for your outgoing communications
Communication MethodsBeing able to analyse stakeholder engagement gives us important data which can be used for reporting and strategic planning.
Custom FieldsCreate your own Custom Fields in Simply Stakeholders
File ManagementFiles can be uploaded & linked to Stakeholder records/Interactions.
Once uploaded it can be managed by your Administrator via the Admin menu
Uploading KLM/KMZ FileHow to upload a KLM/KMZ file
Setting Geographic Map CentreUnderstand how to set the geographic map location in your Simply Stakeholders account
Adding reCAPTCHA to FormsYou can use your reCAPTCHA account to verify your Forms
Customizing Priority namesCreate Custom Priority names for your Account.
User Management
Learn how to manage users, access levels and apply access security settings
Role ManagementManaging roles in Simply Stakeholders.
ConfidentialityCreating and managing confidentiality in Simply Stakeholders.
User ManagementLearn how to add, remove and review User access
Integrations - AI, API, Email, and Zapier
A guide to Integrations you can utilize within Simply Stakeholders.
API (Application Programming Interface)Simply Stakeholders has an Open API (Application Programming Interface) where you can easily integrate and manage data with other software.
ZapierA guide on integrating the Zapier application on the Simply Stakeholders platform
AI in Simply StakeholdersFind out about how Simply Stakeholders uses artificial intelligence (AI) to augment our data extraction, summarization and more.
AI Features & UsageTrack your Account's use of AI Features and Token generation