A Stakeholder can view high-level information on cases they are associated with.
If a Stakeholder is listed as a line manager in a case, they can see the owner, status, and any tasks assigned to them. They can also add and respond to any comments available to stakeholders. While they can create tickets, stakeholders cannot create cases or plans.
📘 This article provides an in-depth overview of the Stakeholder Role. If you need to learn how to change a user's role, check out this article for more information.
Stakeholder Role Landing Page
The Stakeholder landing page brings everything that requires your input into one place.
Here, Stakeholders can:
Create Tickets
View everything needing your attention:
Complete assigned Checklist tasks
Review pending Approvals
Sign Documents(if assigned tasks requiring them to do so)
Upload documents(if assigned tasks requiring them to do so)
View Cases if they are assigned as a contact.
Actions
Stakeholders can view the list of tasks assigned to them in the Actions screen. Here, they can complete tasks without having to open a case everytime.
Cases
Stakeholders can view cases when they are assigned as contact. Actions and tasks in the case that are assigned to the Stakeholder
Stakeholders can create tickets from a case by selecting the Tickets section and clicking on Add Ticket.
Stakeholders can also view and add comments to keep up with case updates..
Trips
Stakeholders can create Trips to log and track business travel.
Create a Trip by clicking on "+".
💡Learn more about Business Trip Tracking here.
Tickets
Stakeholders can create and view tickets they've raised or been assigned to. This allows them to request support, share updates, or flag issues.
💡Learn more about Tickets here.
Shared with me
Stakeholders can view shared items like move plans, cost estimates, compensation calculations and approvals in one place.
