No.4 - Adding Stakeholders - Consultation Manager Training Video

Introduction

In this tutorial, we will guide you through the process of adding stakeholders to your Consultation Manager account. This is an essential step for managing your consultations effectively and ensuring that all relevant parties are informed and engaged.

Step 1: Access Your Consultation Manager Account

• Navigate to the Consultation Manager website.
• Log in using your username and password.
• If you don’t have an account, you may need to create one first.

Step 2: Locate the Stakeholder Section

• Once logged in, find the main dashboard.
• Look for the “Stakeholders” tab or menu option. This is typically located in the main navigation area.

Step 3: Add a New Stakeholder

• Click on the “Add Stakeholder” button, usually found within the Stakeholders section.
• A form will appear prompting you to enter stakeholder details.

Key Information to Enter

• Name: Full name of the stakeholder.
• Email: Valid email address for communication.
• Phone Number: Optional, but useful for direct contact.
• Role: Specify the stakeholder’s role in the consultation process.

Step 4: Save Stakeholder Information

• After filling in the details, review the information.
• Click the “Save” button to add the stakeholder to your account.
• You should receive a confirmation message indicating success.

Step 5: Managing Existing Stakeholders

• To view or edit existing stakeholders, return to the Stakeholders section.
• Click on the name of the stakeholder you wish to manage.
• From here, you can update their information or remove them if necessary.

Practical Tips

• Ensure that the email addresses are accurate to avoid communication issues.
• Regularly update stakeholder information to reflect any changes in roles or contact details.

Common Pitfalls

• Forgetting to save after entering stakeholder details can result in lost information.
• Adding duplicate stakeholders can lead to confusion; check the list before adding a new entry.

Conclusion

Adding stakeholders to your Consultation Manager account is a straightforward process that enhances collaboration and communication. By following these steps, you can ensure that all relevant parties are involved in your consultations. For further assistance, refer to self-help articles or reach out to the support team via their website or email.