Set Up and Edit Stakeholder Category
Stakeholder Category Organization
Stakeholder Categories are used primarily in the Engage Module's Stakeholder screen. Only Admin can create more than 3 category columns to aid in visualizing more stakeholder groups. It is best to create the number of columns that fit your screen size, to avoid having to horizontally scroll. This page allows you to edit and organize the category that is displayed to users. Head over to the Admin Menu to start editing.
- Select the Stakeholder Category tab.
- Select the pencil icon next to each category to edit category name or order number.
- Create new category by entering an order number and a category name, then click Add New.