Manage potential duplicate stakeholders
Review and manage potential duplicate stakeholder records so each stakeholder only appears once in your project.
This guide is designed for project manager.
Steps
Step 1: Open the unified stakeholder view
From your project workspace, go to the unified stakeholder view to see all stakeholders linked to the current project and organisation.
Step 2: Review stakeholder list and statuses
Scan the stakeholder list, checking each stakeholder’s type and status to identify any that may represent the same person or organisation.
Step 3: Inspect details of potential duplicates
Select a stakeholder entry to review its detailed information alongside other similar entries and confirm whether they are duplicates.
Step 4: Navigate between filtered and full views
Use the available filters, sorting options, and pagination controls to refine the list so that potential duplicates are easier to spot and compare.
Step 5: Update project membership where needed
When you confirm the correct stakeholder record, ensure it is associated with the right project and membership so project access and communications stay accurate.
Last updated: 2026-08-07