# Stakeholder Roles

## System Stakeholder Roles

ASM contains special stakeholder roles. You should not modify or alter these roles. 

### The Email Recipients role

One such role is "Email Recipients".  Users CC'd via email can automatically be added as stakeholders to the ticket (see [Outgoing Email Server Settings](https://docs.alemba.com/asm-hermes-10.6.8/setup-and-configure-asm/setting-up-your-system/setup-email/setting-up-incoming-and-outgoing-email) for more information).  This allows ASM to include these special "stakeholders" in email responses.  You can also [add stakeholders](https://docs.alemba.com/asm-hermes-10.6.8/use-asm/using-asm-core/managing-your-tickets-calls-and-ipk/call-details-explorer-options#workflow-group) with this role ad-hoc to have the listed individuals or groups receive email updates.

### The Follower role

Available after 10.6.8.15097

This role allows Users to view Calls, Requests, and Approvals where they are assigned the Follower role in the Self Service Portal (SSP).  

{% hint style="info" %}
The Self Service Portal Role>Options>**Manage Stakeholder Calls** (to follow calls) and **Manage Stakeholder Requests** (to follow requests) options must be enabled

<img src="https://1375663122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhlW9jKl7dcDggHAPhNU9%2Fuploads%2FgVxaM6SjQVX5BC9LxTsN%2FScreenshot%202025-02-18%20at%2013.31.20.png?alt=media&#x26;token=1fed2f65-9a44-45a9-b74b-92934edebef9" alt="" data-size="original">

<img src="https://1375663122-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhlW9jKl7dcDggHAPhNU9%2Fuploads%2FNDQHh7mp5iXAV0S7SauF%2FScreenshot%202025-02-18%20at%2013.26.05.png?alt=media&#x26;token=890bd270-e496-4a61-bf67-2529303126a6" alt="" data-size="original">
{% endhint %}

Users with this role can:

* Search for and view Incidents, Requests, or Approvals where they are assigned the Follower role.
* Access Call details, including a read-only Call history and conversation history.
* Followers can also Chase the call on behalf of the assigned user to the call, with appropriate permission are applied (they must also have[ call chase](https://docs.alemba.com/asm-hermes-10.6.8/setup-and-configure-asm/configuring-your-system/system-administration-settings/self-service-portal/self-service-portal-settings-partitioned) enabled).
* Add or remove themselves from following a Call. This option applies to Calls, Requests, and Approvals.

### The Stakeholder role

The other System Stakeholder role is "Stakeholder". Alemba recommends you do not change this role as it is a the System Default.  If you rename it, identifying it at a later date will require a DB query.

### Creating Stakeholder Roles

{% hint style="info" %}

### Before you start

As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.

Ensure you are in the correct partition before applying the settings.

You must have **IPK Setup** selected in the Admin tab of your **General Access Security Role** in order to configure any IPK administration settings.
{% endhint %}

1. Select ≡ > **Admin** > **System Administration**.  The System Administration window appears.
2. In the Explorer pane, expand **IPK Management**.
3. Select **Call Stakeholder Roles** to open the window. A list of existing stakeholder roles appears.
4. Select the Plus icon. A row is inserted in the browse table.
5. Type a name for the stakeholder type into the Name field.
6. Save the changes.&#x20;
7. Provide the Change Reasons if prompted to do so.

### Renaming Stakeholders

1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears.&#x20;
2. In the Explorer pane, expand **IPK Management**.
3. Select **Call Stakeholder Roles** to open the window. A list of existing stakeholder roles appears.
4. To rename an existing stakeholder type, select it and type a new name over the existing one.
5. Save the changes.&#x20;
6. Provide the Change Reasons if prompted to do so.

### Deleting Stakeholder Roles

{% hint style="info" %}
You cannot delete system values
{% endhint %}

1. Select ≡ > **Admin** > **System Administration**. The System Administration window appears.&#x20;
2. In the Explorer pane, expand **IPK Management**.
3. Select **Call Stakeholder Roles** to open the window. A list of existing stakeholder roles appears.
4. Select the stakeholder role you want to delete. Select the delete (Trash can) Icon . If you attempt to delete the system default, you will receive a warning message.
5. Save the changes.&#x20;
6. Provide the Change Reasons if prompted to do so.