Introduction to Stakeholders

Modified on Fri, 27 Jun at 5:33 PM

Introduction to Stakeholders

Stakeholders are individuals or organizations that have a ‘stake’ in your company. Typically, stakeholders can be the company's owners, shareholders, or employees.

In Qapita, you have the flexibility to add, delete, and edit stakeholders to accurately reflect changes within your company's structure.

Accessing the Stakeholder Page

You can easily access the Stakeholder page by clicking on Stakeholders in the main menu located on the left side of your Qapita dashboard.

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Overview of the Main Stakeholder Screen

Here is a detailed description of the key fields you will find on the main Stakeholder screen, providing a comprehensive view of your company's stakeholders:

Field	Description
Number of Stakeholders	Displays the classification of current stakeholders into Employees, Individual Investors, and Institutional investors. You can view the details of each type of stakeholder by clicking the Stakeholder name.
Stakeholder	Lists the legal name of the stakeholder as registered on Qapita.
Stakeholder Email	Lists the email address of the stakeholder as registered on Qapita.
Stakeholder Type	Lists the type of stakeholder it is. A stakeholder can be an individual or institution.
Status	Displays status of individual stakeholder, and if they active or inactive. Inactive indicates that the employee has resigned from the company.
Menu option	Displays more options available: View Stakeholder Edit Stakeholder Delete Stakeholder Mark Separation
Add New Stakeholder	Displays the screen to add new stakeholders.
Download	Allows you to download the stakeholder details as an Excel sheet.