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!