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Classifying End Users as Stakeholders

Overview​

Once you have created the definition for your stakeholders and their contexts in the Experience design, as described at Stakeholders, you can relate or map your end users to a stakeholder definition.

Relating end users to a stakeholder definition is done using the Work Portal. In it, there is a menu for administrators to manage Stakeholders: adding one or more end users to a stakeholder definition, editing a record, and disabling a record.

Stakeholders Workportal Menu

Creating End Users and Stakeholder Instances​

In order to map and classify end users to stakeholders, use the Admin options in the following order and as specified at Automation Server chapters sections:

  1. Users Administration: To create end users in any of your environments (development, test, or production).
  2. Stakeholders Administration: To map end users into stakeholders and configure their stakeholder-related information.

You may choose to customize the administration forms used for this purpose, as described at Customizing admin forms for stakeholders.

Alternative Definition and Batch Assignment of Stakeholders​

In addition to manually configuring stakeholders, you may also define conditions in Bizagi Studio so that any user that meets the defined conditions is automatically mapped as a stakeholder.

This allows you to assign users to stakeholders in batch mode.

For more information about this possibility, refer to Assign stakeholders by conditions.