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Review and manage unified stakeholders

Use the unified stakeholder table to review, sort and select companies and people, and access key actions and linked resources.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified stakeholder list​

Navigate to the stakeholders section of the application to view the unified table of companies and people, including their roles, status and linked resources.

Open the unified stakeholder list

Step 2: Sort stakeholders by key details​

Click a column header such as Name, Type, Role, Status or Linked resources to sort the list; click again to toggle between ascending and descending order.

Sort stakeholders by key details

Step 3: Select individual or multiple stakeholders​

Tick the checkbox beside a stakeholder to select it, or use the Select all checkbox in the header to select or clear every stakeholder currently shown in the table.

Select individual or multiple stakeholders

Step 4: Review contact information and linked resources​

Scan the Contact and Linked columns to see email, phone and counts of related documents or forms for each stakeholder, helping you understand current engagement and documentation.

Review contact information and linked resources

Step 5: Use row actions to view or update stakeholders​

Open the row actions menu to view stakeholder details, edit key information or archive records, and use the Open control to jump directly into the full stakeholder profile.

Use row actions to view or update stakeholders

Step 6: Understand loading, error and empty states​

When the table is loading you will see a skeleton view, if something goes wrong an error message is displayed, and when no stakeholders match your filters an empty state appears with an option to clear filters.

Understand loading, error and empty states

Last updated: 2026-09-01