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 SettingsNew (5).png > 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 Add-Field.png. 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 Edit-Field.png.
  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 submit (3).png.

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

StakeholderRole1.png

Sort Stakeholder Roles

Sort Manually

Sorting Stakeholder Roles manually changes their order in drop-down menus.

           

NOTE

Refresh your browser to sort manually after sorting alphabetically.

           

To sort Stakeholder Roles manually:

  1. Navigate to the ‘Customization’ page and double click Stakeholders.
  2. Click Roles.
  3. Hover your mouse cursor over the sort column of the Value that you want to sort. Sort (1).png appears.
  4. Drag and drop the Value as you require.
  5. Click submit (3).png.

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

StakeholderRole2.png

Sort by Column Header

Sorting Stakeholder Roles by column header only changes their order on the ‘Customization’ page.

To sort alphabetically on the ‘Customization’ page by column header, click on the column header. ↑ or ↓ displays indicating the ascending or descending column sort.

StakeholderRole3.png

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 Delete-Field.png.
  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 Delete-and-Replace.png.
    • To simply delete the item, click Delete-1.png.

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

StakeholderRole4.png

More Information

Locate Stakeholder Roles

Stakeholder Roles are found throughout Release & Verify where Stakeholder RACI are found, including:

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