Skip to content
Shadows Help Center

Stakeholders

Stakeholders are the people on the buyer’s side of a deal: the champion, the decision makers, and everyone else in the buying committee. Your Shadow works the deal through them, so keeping this list accurate is one of the most useful things you can do.

Where stakeholders appear

Section titled “Where stakeholders appear”
  • Cockpit tab → Stakeholders: the committee at a glance, directly under your task cards, with quick actions per person.
  • Buyer Space tab → Stakeholders: the full roster, where you add, edit, and remove people.
  • Deal header → Champion: who the deal’s champion is.

Each person shows their role, whether they’re an Approver or a Reviewer, and when they were last active in the Deal Room (Active 2h ago, Never active, or No access).

Add a stakeholder

Section titled “Add a stakeholder”
  1. Open the Buyer Space tab and click Add stakeholder (it reads Invite stakeholder when the room is live).
  2. Pick an existing contact, or enter a new person’s Name, Email and, optionally, Phone.
  3. Choose a Role. Pick Custom role… to type your own.
  4. Choose a Permission:
    • Approver reviews and approves steps.
    • Reviewer reviews and acknowledges steps.
  5. Under Buyer Space permissions, pick which stages this person can see. Leave every stage unselected for full access.
  6. If the room is live, check the Invitation email subject and body, then click Send invitation. If it’s off, click Add stakeholder.

If you add someone while the room is off, you’re asked Go live now?. Choose Invite to go live and email just this person, Invite everyone to email the whole committee, or Not now.

Edit or remove a stakeholder

Section titled “Edit or remove a stakeholder”

On the Buyer Space tab, click the person’s card, change their details, and click Save changes. To take away their access to the Deal Room, click Remove access.

Set the champion

Section titled “Set the champion”
  1. In the deal header, click the Champion field.
  2. Search every contact, or create a new one.
  3. Pick the person. They become the deal’s champion, and you’ll see a confirmation.

Nudge a stakeholder

Section titled “Nudge a stakeholder”

Nudge sends that person a short “there’s something new” email with their own link to the Deal Room. It goes out as soon as you click it.

  1. On the Cockpit tab, find the person under Stakeholders.
  2. Click Nudge.

Nudge needs a live room and a person who has access. If the room is off, the button tells you to go live first. If the person has no access, share their link instead.

Section titled “Share a room link”

Use Share link to email someone their personal link to the Deal Room, or to copy it and send it yourself.

  1. Click Share link next to a person on the Cockpit tab, or choose Share link from the Buyer Space menu in the deal header.
  2. Under Recipients, add one or more people. You can search the company’s contacts or create a new one; anyone not on the deal yet is added as a stakeholder.
  3. Edit the Subject and Body if you like. Each recipient gets their own email with a personalized greeting.
  4. Click Send, or, with a single recipient selected, Copy link instead.

Who can do what

Section titled “Who can do what”

Anyone who can view the deal can see its stakeholders. Adding, editing, nudging and sharing require being able to change the deal, so these buttons are hidden for Viewers and for deals you don’t own.

Section titled “Related”