Stakeholders overview

Stakeholders table overview

Stakeholders overview

The Stakeholders page is the people workspace in DOE. Use it to find contacts, understand people-level media impact, add or import stakeholders, export the list, filter the table, and open the right stakeholder record.

Start with the table

Stakeholders table overview

Image guide: This is the main Stakeholders table. Read the media impact cards first, then use the toolbar actions, then review the visible rows. Each row represents one person and includes identity, account, segment, media impact, targeting, source, engagement, role, owner, and action fields.

Scroll the table when columns are hidden

Stakeholders table scrolled middle

Image guide: The table is wider than the screen. Horizontal scrolling is normal because the stakeholder record combines identity, account context, targeting, and engagement data.

Stakeholders table scrolled right

Image guide: The right side contains engagement, role, ownership, and action fields. If a column is missing, scroll before assuming the data is not available.

Correct order to use Stakeholders

  1. Read the summary cards.
  2. Add or import stakeholders only when the person is not already present.
  3. Use Filter for structured narrowing.
  4. Use Quick Search when you know the name, account, role, or text.
  5. Read table columns left to right.
  6. Use row actions or bulk actions only after confirming the selected stakeholder rows.
  7. Open a stakeholder detail page only after confirming the row is the right person.

What to check before acting

Confirm the stakeholder name, linked account, role, media impact, targeting state, and source before editing or exporting. This prevents changing the wrong person in large workspaces.

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