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Admin
Learn administrator functions like user access, authentication, and tag management
Navigation Menus & IconsUnderstanding the Navigation & Admin menus and key icons used in Simply Stakeholders.
Contact Groups
Custom FieldsCreate your own Custom Fields in Simply Stakeholders
Stakeholder RelationshipsTagging provides you and your team with insightful information on stakeholders, topics, and trends.
Communication MethodsBeing able to analyse stakeholder engagement gives us important data which can be used for reporting and strategic planning.
User ManagementSimply Stakeholders has a limit on the number of users. Inactive Users will remain listed in the system for data integrity/auditing.
Role ManagementManaging the four default roles in Simply Stakeholders.
ConfidentialityCreating and managing confidentiality in Simply Stakeholders.
AuditUse this function to see what records have been added, edited, deleted or what users are most active in a certain project.
File ManagementFiles can be uploaded & linked to Stakeholder records/Interactions.
Once uploaded it can be managed by your Administrator on the Admin menu.
Merging StakeholdersYou can manually merge stakeholder records or unmerge auto-merged stakeholders using our Admin Merge Stakeholders function.
Automated WorkflowsYou can set up automated workflows within Simply Stakeholders to automate actions based on key triggers.
Project Groups and Project ManagementAccount Administrators can manage Projects and Add or edit Project Groups.
Contact Group vs Tag - How to Segment your StakeholdersThe difference between contact groups and tags stakeholders and when to use which segmentation.
Access LevelsWhat can project users can access compared to administrator
Message TemplatesCreate and use message templates in Simply Stakeholders for interactions and group mail efficiently.
Single Sign On
A guide on how you can enable Single Sign-On option's within the Simply Stakeholders application.
Microsoft Single Sign-On (SSO)Enabling Microsoft Single Sign-On for Simply Stakeholders.
Okta SSOSetting up Okta Single Sign On for Simply Stakeholders.
Two-Factor Authentication (2FA)
Two-factor Authentication (2FA) or multi-factor authentication (MFA) is an additional level of security you can employ for your account.
Two-factor Authentication (2FA)Two-factor Authentication (2FA) or multi-factor authentication (MFA) is an additional level of security you can employ for your account.