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  1. Boréalis Helpdesk
  2. Stakeholder Engagement
  3. Stakeholders

Stakeholders

  • Create an Individual Record
  • Search for an Individual's Record
  • Workflow for Individuals
  • Managing stakeholders with multiple positions
  • Create a new position for a stakeholder
  • Change a Position from One Organisation to Another
  • Automatically classify your stakeholders using their email domain name
  • Workflow for Organisations
  • Create and Edit Organisations
  • Understand Multi-Level Hierarchies in Borealis
  • Introduction to relationships between organizations
  • Define relationship types between organisations
  • Create relationships between organisations
  • Use import template to batch create and link domain names to organisations (VIDEO)
  • Create and Edit Households
  • Schedule Stakeholder Verification and Verify Stakeholders
  • Individual and Organisation Lists
  • Confidentiality notice
  • Manage and Merge Duplicate Stakeholders
  • Stakeholder: Calculated Relationship
  • Important stakeholder information
  • Stakeholder Duplicates Prevention and Management in Borealis
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