In this article, you will learn how to:

  • Add a Stakeholder
  • Edit or Delete a Stakeholder

Add a Stakeholder

To add a stakeholder to the register, follow these easy steps.

Step 1: Go to 'Hamburger Menu' and select 'Stakeholders'.

Step 2: Select ‘Add Stakeholder' from the tool bar to open the Add Stakeholder smart form.

Step 3: In the Add Stakeholder smart form, enter the individual stakeholder's details.

 You can add more than one stakeholder in the form by clicking '+Add Stakeholder' at the bottom of the form. 

Step 4: Click 'Save' and you're done!

Edit or Delete a Stakeholder

To edit or delete a stakeholder, follow these easy steps!

Step 1: Next to the stakeholder you want to edit or delete, select the Three Dots Menu ( ). In the menu, select either 'Edit Stakeholder' to open the Edit Stakeholder smart form, or click 'Delete Stakeholder'. 

Note: Once a stakeholder is deleted, it cannot be recovered.

Step 2: In the Edit Stakeholder smart form, update the individual stakeholder's details.

Step 3: Click 'Update Stakeholder' in the bottom right and you're done!