You can change the role each stakeholder has in a company via the stakeholder profile. You can add a new role, edit the details of an existing role, or delete a role from a stakeholder profile.
The types of roles available are: Shareholder, Director, Founder, Employee, Consultant, Advisor, Investor, and Third Party.
If a stakeholder is no longer occupying a role (e.g. an employee leaves the company), the best approach would be to edit that role and state that they are no longer in the role and input an end date.
1. Click on Map
2. Click on Go to profile
3. Click on Roles
4. Click on Edit
Click on Edit to edit the details of that stakeholder role. You can add in a date for when the stakeholder started the role, and a date for when the ended in that role.
5. Click on Delete
Or, you can delete that role from the stakeholder profile. This will remove the role permanently from the stakeholders profile.
6. Click on Add role
You can use this button to add a new role to the stakeholder profile. A stakeholder can have multiple roles (e.g. a stakeholder could be both a shareholder and a director).
