You can directly manage your stakeholders groups, sub-groups, and individual users, on the Stakeholders tab.
There are three separate tabs across the top of the Stakeholders page:
All Stakeholders
Internal stakeholders
External stakeholders.
For each of the stakeholder groups, you can also create sub-group, add stakeholders, and send assessments.
Group Actions:
Add Stakeholders
Read our article on adding internal and external stakeholders to find out more!
Creating sub-groups:
Sub-groups can be created to differentiate the stakeholders into smaller teams.
You can invite stakeholders directly in to a newly created sub-group, or move existing stakeholders into a sub-group by clicking the action icon next to the individual user.
Sending Assessments:
Assessments can be sent through the stakeholders tab, in addition to being sent from the Assessments tab.
Note: When you are sending assessments through the stakeholders tab, please note that the assessment will send to the entire stakeholder group.
Individual actions:
For the individual users within stakeholder groups, admins are able to:
Edit personal details
Name, email, mobile, job title, company name, stakeholder group/subgroup
Delete user
View Activity
View the activity history on when the individual received, started and completed the Materiality Assessment.
