Manage stakeholders

A stakeholder is a person with an interest in your projects: a sponsor, a decision-maker, a user representative. Tracking how engaged each one is helps you see who needs attention. Select Stakeholders in the top bar to see the stakeholders you have access to.

Add a stakeholder#

1. On the Stakeholders page, select Add stakeholder.

2. Enter the following information:

   Field	Description
   Name	The person's full name. Required.
   Role	Their job or role, for example "Chief Information Officer". Required.
   Email	Their email address. Required.
   Account	The organization they belong to.
   Status	Active or Inactive.
   Engagement level (1-10)	How engaged they are with your work, from 1 (not engaged) to 10 (fully engaged).

3. Select Add.

View a stakeholder#

Select a stakeholder to open them. The Overview tab shows their details, their Engagement level, when they were Added, their Last interaction, and the projects they're assigned to.

To assign a stakeholder to a project, open the project instead. See Assign stakeholders to a project.

Edit or delete a stakeholder#

• To change a stakeholder's details, open them, select Edit, make your changes, and save.
• To delete a stakeholder, open them, select Delete, and confirm. You can delete stakeholders you own; administrators can delete any stakeholder. Deleted stakeholders go to the recycle bin.

Next steps#

• Assign stakeholders to a project
• Use the dashboards