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Manage stakeholders

Review and manage the people and companies involved in your project from the Stakeholders section, and open any stakeholder to see their details.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Stakeholders section​

Navigate to the People & companies section for your project; the page loads and displays the people and companies associated with the project.

Open the Stakeholders section

Step 2: Review the stakeholder list​

Scan the list to see each stakeholder's name, type (person or company), and role or relationship to the project.

Step 3: Filter or search stakeholders​

Use the search and filter controls to narrow the list by type, role, or name so you can quickly find a particular person or company.

Step 4: Open a stakeholder to view details​

Select a stakeholder to open its detail view, where you can review contact information, associated company or people, and related project activity.

Open a stakeholder to view details

Step 5: Manage a stakeholder's details​

From the detail view, update the stakeholder's information or roles where you have permission; people and companies can also be managed from their dedicated sections.

Last updated: 2026-05-31T00:00:00.000Z