Program Manager
1. Using Sanplex by Role
1.1. Administrator
1.1.1 Manage Departments
1.1.2 Manage Users
1.1.3 Manage Permissions
1.1.4 Configure Notifications
1.2. Program Manager
1.2.1 Create a Program
1.2.2 Create a Product
1.2.3 Create a Project
1.2.4 Manage Program Members
1.2.5 Manage Stakeholders
2. Introduction of Sanplex features
2.1. Core Management Framework
2.1.1 Program
2.1.2 Project
2.1.3 Product
2.1.4 Execution
2.1.5 Management Models
2.2. Dashboard
2.2.1 Getting Started with Tutorials
2.2.2 Quick Add
2.2.3 Notification Center
2.2.4 Effort Tracking
2.2.5 Dashboard - Project and Execution
2.2.6 Dashboard - My Work, Contribution, and Recents
2.2.7 Dashboard - Approval
2.2.8 Contacts
2.3. Program
2.3.1 Program List
2.3.2 Program Kanban
2.3.3 Create Program
2.3.4 Create Sub-Programs
2.3.5 Project Charter Management
2.4. Product
2.4.1 Create Product
2.4.2 Manage Modules
2.4.3 Multi-Branch and Multi-Platform Management
2.4.4 Manage Plans
2.4.5 Manage Stories
2.4.6 Story Reviews
2.4.7 Story Status and Phase
2.4.8 Create Releases
2.4.9 Track Progress
2.4.10 Epics and Multi-Level Stories
2.5. Project
2.5.1 Scrum Project
2.5.2. Waterfall Project
2.5.2.1 Manage Project Phases
2.5.2.2 Project Design
2.5.2.3 Project Matrix
2.5.2.4 Project Reports and Earned Value Management
2.5.2.5 Project Baselines
2.5.2.6 Project Change
2.5.3. Kanban Project
2.5.3.1 Set Up Kanban Projects
2.5.3.2 Configure Kanban Boards
2.5.3.3 Use Kanban Boards
2.5.4 Hybrid Agile Project
2.5.5 Hybrid Waterfall Project
2.5.6. Project Settings
2.5.6.1 Project Setup
2.5.6.2 Project Executions
2.5.6.3 Project Requirements
2.5.6.4 Project Builds
2.5.6.5 Project Tests
2.5.6.6 Project Docs
2.5.6.7 Project Releases
2.5.6.8 Project Reports
2.5.6.9 Project Risks
2.5.6.10 Project Issues
2.5.6.11 Project Opportunities
2.5.6.12 Project Deliverables
2.5.6.13 Project Reviews
2.5.6.14 Project Process
2.5.6.15 Deliverables
2.5.6.16 Quality Assurance
2.5.6.17 Project-specific Workflow Management
2.5.7 Project Templates
2.6. Execution
2.6.1 Product Planning and Task Breakdown
2.6.2 Task Assignment and Daily Tracking
2.6.3 Build Creation and Test Requests
2.6.4 Bug Confirmation and Resolution
2.6.5 Execution Kanban Boards
2.7. Testing
2.7.1 Write Test Cases
2.7.2 Execute Test Cases
2.7.3 Bug Submission and Reports
2.7.4 Verify and Close Bugs
2.7.5 Test Case Scenes
2.7.6 Submit a Test Request
2.7.7 Test Report
2.8. Agent
2.8.1 Conversation
2.8.2 Sanplex Agents
2.8.3 General Agents
2.8.4 Skill Management
2.8.5 AI Knowledge Library
2.8.6 Models
2.8.7 ZAI Service Installation
2.8.8 ZAI Service Control Panel
2.8.9 ZAI Configuration
2.9. Kanban
2.9.1 Kanban Spaces
2.9.2 Kanban Regions
2.9.3 Kanban Cards
2.10. Company
2.10.1 View Team Members and Work Information
2.10.2 View Recent Company Activity
2.10.3 View and Edit Company Information
2.11. Feedback
2.11.1 Configure, Create, and Review Feedback
2.11.2 Process Feedback and Send Notifications
2.11.3 Tickets
2.12. Admin Settings
2.12.1. System Settings
2.12.1.1 Mode
2.12.1.2 Backup
2.12.1.3 Trash
2.12.1.4 License
2.12.1.5 Security
2.12.1.6 Cron Job
2.12.1.7 Time Zone
2.12.1.8 Rebuild Index
2.12.1.9 LDAP
2.12.1.10 Table Engine
2.12.2 Feature Options
2.12.3. Users Management
2.12.3.1 Set Departments and Edit Company Profile
2.12.3.2 Manage Users
2.12.3.3 Set Permisions
2.12.4. Feature Configuration
2.12.4.1 Dashboard
2.12.4.2 Product
2.12.4.3 Project
2.12.4.4 Execution
2.12.4.5 Test
2.12.4.6 Kanban
2.12.4.7 Feedback
2.12.4.8 Tickets
2.12.4.9 User
2.12.4.10 Relations (Standard Version)
2.12.4.11 Meaturement
2.12.5 Migrate Jira Data to Sanplex
2.12.6 Jira to Sanplex Migration Mapping
2.12.7 Migrate Confluence Data to Sanplex
2.12.8. Agent Configuration
2.13. Asset Library (Premium)
2.13.1 Asset Library Management (Premium)

Manage Stakeholders

2026-04-12 21:45:21
Sanplex Content
319
Last edited by Jing WANG on 2026-10-16 18:07:03
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Summary: Learn how to add stakeholders to a program, define stakeholder types and key stakeholder status, and manage stakeholder relationships in Sanplex.

Catalog

Program Managers can manage the stakeholders associated with a selected program from the Stakeholders tab.

Open a program and select Stakeholders to view the stakeholder list. From this page, you can add stakeholders to the program and manage existing stakeholder relationships.

Program > Stakeholders page showing the stakeholder list and the Add Stakeholder button.

I. Add a Stakeholder

On the Stakeholders page, click Add Stakeholder to add a stakeholder to the selected program.

On the Add Stakeholder page, select the Stakeholder Type. Available types include:

  • Project Team
  • Internal
  • External

You can also specify whether the user is a Key Stakeholder, select the User, and provide additional information such as Personality, Impact Analysis, and Response.

Click Save after completing the stakeholder information.

Add Stakeholder page showing Stakeholder Type options for Project Team, Internal, and External, along with Key Stakeholder, User, Personality, Impact Analysis, and Response fields.

II. Manage Program Stakeholders

After the stakeholder is added, the user appears in the program stakeholder list. The list provides stakeholder information such as Name, Stakeholder Type, Role, and contact information.

To remove the relationship between a stakeholder and the current program, use Unlink Stakeholder in the Actions column.

Program stakeholder list showing a stakeholder and the Unlink Stakeholder action in the Actions column.

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