Stakeholder groups | Civio Engage Knowledge Base [Skip to content](#main) [ ![Civio Engage Knowledge Base](/civio-light.svg) ](https://engage.knowledge.civ.io) [Product documentation](/articles) [Release notes](/releases) [Roadmap](/roadmap) [ Support portal ](https://engage.knowledge.civ.io/portal/login) Toggle navigation [Product documentation](/articles) [Release notes](/releases) [Roadmap](/roadmap) [Support portal](https://engage.knowledge.civ.io/portal/login) 1. [Home](/) › 2. [Product documentation](/articles) › 3. [Stakeholder Management](/articles?category=16) › 4. Stakeholder groups Stakeholder groups ================== Updated 4 weeks ago · 3 min read Search Search **Stakeholder groups** are your own segmentation of the stakeholder register. Where an organisation describes where a stakeholder belongs in the real world (an agency, a business, a charity), a stakeholder group describes how *your team* chooses to slice the register: *Workshop attendees Round 2*, *Heritage advocates*, *Affected landowners*, *Industry representatives*. A stakeholder can belong to any number of stakeholder groups at once. **Stakeholder groups are not user groups.** A stakeholder group segments SRM stakeholder records. A **user group** classifies platform user accounts (for example *Public member*, *Content manager*, *Team member*) and is set on the user record, not the stakeholder record. The two are separate and do not affect each other. What you can do with a stakeholder group ---------------------------------------- A stakeholder group is a reusable segment. Once stakeholders are in one, you can: - Filter the **Stakeholders** list to that group with the **Group** filter. - Export the filtered list to a spreadsheet, including each stakeholder's interaction count. - Apply a bulk action to everyone in the group, such as re-scoring sentiment. - Target outbound communications, on sites with the SRM outbound email extension. - Name a segment that does not map cleanly onto an organisation, such as *Critics*, *Champions* or *Media contacts*. The **Group** filter is available on the **Stakeholders** list only. Other SRM lists and the SRM dashboard widgets cannot be narrowed to a stakeholder group, so group-level reporting means filtering the stakeholders list and exporting it rather than building a dashboard. Creating a stakeholder group ---------------------------- 1. From the left menu, expand **SRM** and click **Stakeholder groups**. 2. Click the **+** icon (*Create stakeholder group*) at the top of the page. 3. Fill in: - **Title** (required): the group's name. - **Description**: a rich-text explanation of what this group represents and the criteria used to include stakeholders in it. 4. Click **Save changes**. ![Creating a new stakeholder group from the groups index](/storage/mpMb9ewhwG13JXlnsGr2PGa7grZwzOBrb52KnugR.gif) Adding stakeholders to a stakeholder group ------------------------------------------ Stakeholder groups are populated from the stakeholder side, not from inside the group: 1. Open a stakeholder's **Edit** tab. 2. In the sidebar, use the **Group(s)** multiselect to attach one or more groups. 3. Save the stakeholder. ![The stakeholder Edit screen with the Group(s) field in the sidebar highlighted](https://engage.knowledge.civ.io/storage/tFzof48E6KQDr0jcWCjWt7GvB0aumHX3xDw2yoqE.png) Finding and using stakeholder groups ------------------------------------ The **Stakeholder groups** list shows every group with columns for *Title*, *Stakeholders*, and *Creator*. Filter it by *Team* or *Modified by*, and tick rows to **Set team** or **Delete** in bulk. Click into a group to see its description. The *Stakeholders* count links to the group's **Stakeholders** sub-page (*Stakeholders in \[group title\]*), listing every stakeholder in the group. ![The Stakeholder groups list with Title, Stakeholders, and Creator columns](/storage/PfF7S2JjxiZ37T9sdRT1TSlHEQm6gLdRES33gwcS.png) To work with the people inside a group: - From the **Stakeholders** list, use the **Filter stakeholders** button and choose the group. The list now shows only that segment, and any **CSV export** from the **Additional options** menu will export that segment. - To put a whole cohort into a group in one go, filter the **Stakeholders** list, tick the rows and use **Edit associations**. It adds to each stakeholder's existing groups rather than replacing them. See [Filtering, columns and bulk updates in SRM](/articles/filtering-columns-and-bulk-updates-in-srm). ![Clicking a group's stakeholder count to open the Stakeholders in group sub-page](/storage/2EcaTB0NasvgjakDLF4K8D3tRchFgQjmayJd7vun.gif) Related articles ---------------- - [Filtering, columns and bulk updates in SRM](/articles/filtering-columns-and-bulk-updates-in-srm) - [Stakeholders](/articles/stakeholders) - [Reporting in SRM](/articles/reporting-in-srm) #### Permissions Creating and editing stakeholder groups requires the **Stakeholder Manager** role (or Administrator / Team Lead). The **Stakeholder Viewer** role can see them but not change them. See [User roles](/articles/9176861358095-User-roles). Was this article helpful? ------------------------- Your feedback helps us prioritise what to rewrite. Yes No [ Back to Stakeholder Management ](/articles?category=16) On this page ### Still need help? Raise a request in the support portal and track it to resolution. 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