Stakeholder ONE administrator guide overview
Updated October 30, 2026 · Applies to Stakeholder ONE 1.3
As a Stakeholder ONE administrator, you set up the app for your organization: who can sign in, what they're allowed to do, and how the app looks and behaves. ONEConsult hosts and maintains the service, so you don't need to install, update or back up anything.
Key capabilities
All administration settings are in the account menu. Select your avatar in the top-right corner of the app to open it.
| Menu item | What you can do |
|---|---|
| User management | Add people, assign roles, disable accounts, reset passwords and unlock users. |
| Roles & teams | Use the built-in roles, create custom roles, and group users into teams for sharing. |
| Branding | Show your organization's name and logo in the app and on the sign-in page. |
| Custom fields | Add your own fields and picklists, and choose which built-in fields are required. |
| Currencies | Add the currencies you work in, set their exchange rates, and choose the default currency. |
| API & integrations | Create API keys and webhooks to connect other systems. |
| Data import & export | Bring in accounts, stakeholders and projects from CSV files, and export your data. |
| Sample data | Add or remove demo records to explore or demonstrate the app. |
| History | Review the activity history across the app, and trim old records. |
| Configure how Stakeholder ONE sends invitation and password-reset email. | |
| Single sign-on | Let people sign in with your organization's identity provider. |
The account menu also shows the Stakeholder ONE version your organization is running.
Who can use it
Only users with the System Administrator role, or a custom role with the Administer permission, see these settings. Data import & export is also available to any role with the Import & export data permission.
Plan features
Some settings depend on your Stakeholder ONE plan. Settings that your plan doesn't include appear in the menu with an Upgrade label. For details, see Plans and features.