Stakeholder Settings

In the Stakeholder Settings you can change the name of the “Stakeholders” tab, activate, deactivate and manage categories.

To open the Stakeholder settings click on the settings button (cog icon). The Stakeholder general settings will open on the right.

Change label (tab name)

By default, the name of the Stakeholders tab on your project profile is “Stakeholders” as seen below.

To change the tab name from Stakeholders to Organizations, Partners or Collaborators, click on the Label dropdown menu and choose another label.

Click SAVE when finished.

Category Management

You can create different categories and then assign them to your Stakeholders.

To activate categories, click on the Stakeholder categories slider button. To create a new category or edit/delete existing ones, use the Category management box underneath.

You can also reorder existing categories.

Click SAVE when finished.

To learn how to assign a category to a Stakeholder, please go to Stakeholder Categories