Managing access for external stakeholders

You can manage access for external stakeholders that you wish to collaborate with. By granting an external stakeholder access they receives an invitation to collaborate on the specified deal.

Note: Ensure that full access is provided to the Deal Stakeholders - Deal Stakeholder Management permission.

To manage the access for a stakeholder, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the required deal.

3.

On the left navigation menu, click Stakeholders.

4.

On the Stakeholders page, click Manage Access.

5.

On the Manage Accessdialog box, click the access dropdown corresponding to a stakeholder and select the required access. For more information, see Managing user roles.

6.

Click Save.

A message is displayed indicating that the stakeholder role is updated successfully.