Stakeholder roles

Stakeholder roles let you define a user's association with a specific object in Utility Cloud – such as an account, asset class, asset, workflow, or work schedule. You can create any number of stakeholder roles to suit your billing account's needs; common examples include Owner and Primary Contact.

Your stakeholder roles

The Stakeholder Roles page lists all your stakeholder roles and shows how many accounts, workflows, asset classes, assets, and work schedules are associated with each one. By default, only active stakeholder roles are shown — you can clear the Show Active Only checkbox to include inactive ones. When you assign a user as a stakeholder on an object, they receive emails and notifications related to that object.

You can search for a stakeholder role by typing a value into the search box. Utility Cloud searches by name or by number of asset classes, workflows, assets, or accounts.

Security Rights Required: View Stakeholder Roles

Creating and editing stakeholder roles

Creating a stakeholder role

To create a stakeholder role:

Select the Stakeholder Roles tile from the Landing Page or from the navigation menu.
Select Create.
Enter a name in Name. New stakeholder roles are active by default.
Select Save.

Security Rights Required: View Stakeholder Roles; Create Stakeholder Roles

Editing a stakeholder role

To edit a stakeholder role:

Select the Stakeholder Roles tile from the Landing Page or from the navigation menu.
Select the stakeholder role you'd like to edit.
Edit the name or change the status (active or inactive).
Select Save.

Security Rights Required: View Stakeholder Roles; Edit Stakeholder Roles

Assigning stakeholders

Account stakeholders

Account stakeholders are users assigned as account representatives. If you're defined as an account stakeholder, your name displays on the Account Details page and other users can navigate to your User Details to message you directly about account-specific questions.

To assign a stakeholder at the account level:

Select the account from the list.
Select + Add Additional Stakeholders.
Select the stakeholder role from the first dropdown.
Select the user from the second dropdown.
Select Save.

Security Rights Required: View Accounts; Edit Accounts

Asset stakeholders

If you're defined as an asset stakeholder, you may receive reports of any edits made to the asset. If there are reports configured to send to asset stakeholders based on a Google report setting, you'll also receive notifications.

To assign a stakeholder at the asset level:

Select the asset from the search results on the Asset Search.
Select Edit.
Select + Add Additional Stakeholders.
Select the stakeholder role from the first dropdown.
Select the user from the second dropdown.
Select Save on the Asset Edit screen.

Security Rights Required: View Assets; Edit Assets

Asset class stakeholders

When you're defined as a stakeholder in an asset class, you'll be notified based on the asset class notification preferences selected:

Send notification email when an asset is created.
Send notification email when an asset is deactivated or reactivated.
Send notification email when an asset is edited.

If there are reports configured to send to asset class stakeholders based on a Google report setting, you'll also receive notifications.

To assign a stakeholder at the asset class level:

Select the asset class from the search results on the Asset Class Search.
In the Stakeholders section of the main Edit modal, select the Edit pencil icon.
Select the relevant Stakeholder Role checkbox, then add the relevant user to the Users section.
Select Ok to save the stakeholder selections, then select Ok to save edits.
Select Save on the Asset Class Builder screen.

Security Rights Required: View Asset Classes; Save Asset Classes

Workflow stakeholders

When you're defined as a stakeholder on a particular workflow, you'll be notified when the workflow is completed based on the Notify Stakeholders setting. If there are reports configured to send to workflow stakeholders based on a Google report setting, you'll also receive notifications.

To assign a stakeholder at the workflow level:

Select the workflow from the search results on the Workflow Class Search.
In the Stakeholders section of the main Edit modal, select the Edit pencil icon.
Select the relevant Stakeholder Role checkbox, then add the relevant user to the Users section.
Select Ok to save the stakeholder selections, then select Ok to save edits.
Select Save on the Workflow Class Builder page.

Security Rights Required: View Workflows; Save Workflows

Work schedule stakeholders

To assign a stakeholder at the work schedule level:

Select the work schedule from the appropriate account on the Work Scheduler page.
In the Stakeholders section, select + Add Additional Stakeholders.
Select the stakeholder role from the first dropdown.
Select the user from the dropdown.
Select Save on the Work Schedule Editor screen.

Security Rights Required: View Work Scheduler