Stakeholder Roles Customization

Introduction

Stakeholder Roles are added where Stakeholders are added, for example, to Releases, Environments, and Deployment Plans.

Pre-requisite

To be able to customize Stakeholder Roles, you must have ‘Access Customizations’ User Permission. 

Navigation

Settings  > Customization > Stakeholders > Roles

Add/Edit a Stakeholder Role

To add/edit a Stakeholder Role:

1. Navigate to the ‘Customization’ page.
2. Click Stakeholders
3. Click Roles. The ‘Roles’ page display.
4. Click . The system adds a line on the grid for the new Role. To edit an existing Role, search and click on the Role from the grid and then click .
5. Enter the new Value field.
6. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
7. Click .

Your changes will be saved and a confirmation message will display.

Sort Stakeholder Roles

Delete/Replace a Stakeholder Role

Deleting a Stakeholder Role will not delete it from records. But it will no longer be available when adding or editing a record.

While deleting, you can either select another Role item that will replace the item to be deleted or simply delete the item from the list. Replacing a Role will replace it in existing records.

To delete or replace a Stakeholder Role:

1. Navigate to the ‘Customization’ page and double click Stakeholders.
2. Click Roles.
3. Select the Role that you want to delete or replace. 
4. Click .
5. The ‘Replace with existing value’ dialog displays.
   • To replace: select the item that will replace the item to be deleted from Replace with. Then click .
   • To simply delete the item, click .

The item is now deleted and the page navigates back to the ‘Role’ page.

More Information