The Sitemark platform includes a comprehensive stakeholder management system that helps you organize and track all your important business relationships. This guide will walk you through managing stakeholder companies, contacts, and their relationships with your sites.
What Are Stakeholders?
Stakeholders are the companies and individuals involved in your projects and sites. This could include contractors, clients, property owners, or any other contacts relevant to your work.
How to Set Up Stakeholders?
Step 1: Add Stakeholder Companies at Portfolio Level
Before you can manage contacts or assign stakeholders to sites, you need to define your stakeholder companies.
1. Navigate to Stakeholders
Navigate to the sidebar on the left side of the dashboard and select the Stakeholders menu. This section contains all the stakeholders related to your company's account.
2. Open the Stakeholder Companies Tab
Click on the Companies tab. Here you can view all your existing stakeholder organizations and add new ones. These portfolio-level stakeholder companies will be available to assign to any of your sites.
3. Add a New Stakeholder Company
Click the Create Company button and fill in the company details.
For each company, you can define:
Name: The company's official name
Address: Street address
Postal Code: ZIP or postal code
City: City or locality
Country: Country of operation
Registration Number: Official business registration number
Additional Notes: Any relevant information about the company
Step 2: Add Stakeholder Contacts at Portfolio Level
Once you've created your stakeholder companies, you can add individual contacts.
1. Navigate to the Contacts Tab
From the Stakeholders menu in the sidebar, click on the Contacts tab.
2. Create a New Contact
Click the Create Contact button and fill in the contact details.
For each contact, you can define:
First Name: Contact's first name
Last Name: Contact's last name
Email: Email address
Phone: Contact phone number
Title: Job title or role
Company: Link the contact to a stakeholder company (optional)
Additional Notes: Any relevant information about the contact
You have two options when creating contacts:
Linked to a Company: Assign the contact to one of your stakeholder companies to show their organizational relationship.
Independent Contacts: Leave the company field empty to create contacts that exist independently. These are useful for individual consultants, freelancers, or other stakeholders who aren't part of a larger organization.
Step 3: Assign Stakeholders to Sites
After setting up your portfolio-level stakeholder companies and contacts, you can assign them to specific sites.
1. Navigate to Your Site's stakeholders
Go to the site where you want to manage stakeholders. You can find your sites through the main navigation menu. Within the site view, click on the Info tab.
Under the Info tab, you'll see a Stakeholders tab. Click on it to view and manage all stakeholders associated with that particular site.
2. Assign Companies to the Site
First, assign the relevant stakeholder companies to the site by selecting them from your portfolio-level stakeholder company list. When assigning a stakeholder company, you can specify the role this company has on the site. This helps clarify each company's relationship to the site.
5. Assign Contacts
Once a stakeholder company is assigned to the site, you can assign the individual contacts from that company to the site as well.
For contacts that aren't linked to a company, you can add them to the site under Independent Contacts. This ensures all relevant individuals are tracked, regardless of their organizational affiliation.
Benefits of Stakeholder Management
Complete Visibility: Quickly see which stakeholder companies and contacts are associated with each site, helping you coordinate with contractors, clients, and internal teams more effectively.
Streamlined Communication: Having accurate, up-to-date stakeholder information ensures you can reach the right people at the right time.
Centralized Information: All your stakeholder details are stored in one accessible location at the portfolio level, making it easy to find contact information when you need it.