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<figure class="media"><div data-oembed-url="https://vimeo.com/832231763?share=copy"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://player.vimeo.com/video/832231763" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen=""></iframe></div></div></figure><h2>Add a User</h2><ol><li>Navigate to the <strong>Admin Settings</strong> menu</li><li>Select <strong>Users</strong></li><li>Click the <strong>+ button</strong> and enter the new Users details</li><li>Select the relevant Role to assign</li><li>Click <strong>Save</strong></li></ol><p><i><strong>Note:</strong> You can create as many users as you need in Simply Stakeholders based on your license.</i></p><h2>Remove a User/s</h2><p>To maintain data integrity, Users <strong>cannot be deleted</strong>, but instead are made <strong>inactive</strong>. This ensures that audits can be conducted and that information remains available after the team member has left.</p><ol><li>Navigate to the <strong>Admin Settings</strong> menu</li><li>Select <strong>Users &amp; Roles</strong></li><li>Select the user from the left hand side column</li><li>Deselect all of the access levels assigned and as an extra layer of security, select <strong>Locked</strong></li><li>Click <strong>Save</strong></li></ol><h2>Unlock a User</h2><p>A User will be locked when they enter the incorrect password 3 times. An Administrator can unlock the User and send a link to reset the password after the account has been unlocked.</p><ol><li>Search for the locked User</li><li>Untick the <strong>Locked</strong> checkbox</li><li>Click <strong>Save</strong></li><li>Click <strong>Send Password Reset Email</strong></li></ol>

<p>Simply Stakeholders allows you to link Stakeholders with other Stakeholders and record the relationship they have with each other.</p><p>The ways in which we can link stakeholders are;</p><ul><li><strong>Individual to Individual</strong> - Used to display relationships such as Family, Neighbour, Husband, Colleague etc</li><li><strong>Organisation to Organisation</strong> - Used to display the relationships between Organisations such as Parent Company, Corporate Partnership etc</li><li><strong>Individual to Organisation</strong> - Used to display/link the employees and their position within the Organisation</li><li><strong>Organisation to Division</strong> - Used to display different divisions/departments within an Organisation&nbsp;</li><li><strong>Stakeholder to Property</strong> - Used to display the stakeholders relationship with the Property&nbsp;</li></ul><p>The relationship options need to be setup by an Administrator.</p><ol><li>Navigate to the <strong>Admin Settings</strong></li><li>Click on <strong>Stakeholder Relationships</strong>, located under the <strong>Filters</strong> column</li><li>Select the <strong>Record Type</strong>, either Individual or Organisation</li><li>Input the <strong>New Relationship Name</strong> at the bottom of the page</li><li>Click on <strong>Add</strong></li></ol>

<p>Tags are customizable and can be setup by an Administrator in the Admin function of Simply Stakeholders. &nbsp;They are designed in a tree like structure so that similar themes, topics or issues can be grouped and categorized. Please refer to the article <a href="https://help.simplystakeholders.com/en/article/manage-tags" target="_blank" rel="noopener noreferrer">Manage Tags</a><strong> </strong>to customize and setup Tags.</p><h3>Tags can be assigned to the following record types;</h3><ul><li>Stakeholders</li><li>Interactions</li><li>Tasks</li></ul><h4>How to assign a Tag&nbsp;</h4><ol><li>Open the record</li><li>Navigate to the <strong>Tagging </strong>card</li><li>Click on <strong>Manage</strong> <img src="https://cdn-assets.productfruits.com/44d59e68-923b-4375-961a-5332b33474d8"></li><li>Select the relevant <strong>Tag/s</strong> or click on <strong>+ Add new tags</strong> to create a new one<img src="https://cdn-assets.productfruits.com/f75f0c5a-fd1f-4a53-8495-170647a57618"></li><li>The <strong>Tag</strong> has now been assigned to the record<img src="https://cdn-assets.productfruits.com/5f0d2ca5-6212-4ac6-a379-1a0992e005c5"></li></ol>

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