Manage record stakeholder types

Record stakeholders determine specific responsibilities and access levels for review and approval processes for each record in your inventory, such as read or edit access to inventory fields.

NoneWhat permissions do record stakeholders have?

Each record stakeholder also belongs to user groups which determine which records they can see, and have user roles with attached role permissions which define the level of access they have to overarching ValidMind Platform features.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Add record stakeholder types

1. In the left sidebar, click Settings.

2. Under Inventory, select Inventory Record Stakeholder Types.

3. Click Add Stakeholder Type.

4. Enter the unique name and description for the stakeholder type.²

5. Select the inventory record types³ this stakeholder type is available on.

6. Under default on inventory record types, select which inventory record types should display this stakeholder type by default.

7. Once you click Add Stakeholder Type, you can:

   • Configure stakeholder type selection available upon record registration⁴
   • Manage the inventory field, document, and artifact permissions associated with that type⁵

² Role names and stakeholder type names cannot be duplicated to reduce confusion.

³ Manage inventory record types

⁴ Configure stakeholder types on registration

⁵ Manage stakeholder type permissions

Edit record stakeholder types

Please note that the stock Record Developer, Record Owner, and Record Validator stakeholder types are required by default for all records, and as such cannot be cannot be modified.

1. In the left sidebar, click Settings.

2. Under Inventory, select Inventory Record Stakeholder Types.

3. Click on the stakeholder type you want to edit.

4. Make your changes to:

   • name — Click on the name to edit, then click Save to apply your changes.
   • description — Click on the description to edit, then click Save to apply your changes.
   • Inventory record types the stakeholder type is available on⁶
   • Display availability of the stakeholder type during record registration⁷
   • Inventory field, document, and artifact permissions associated with the stakeholder type⁸

⁶ Assign stakeholder types to record types

⁷ Configure stakeholder types on registration

⁸ Manage stakeholder type permissions

Assign stakeholder types to record types

1. Under inventory record types, select the inventory record types the stakeholder type is available on.

2. Under default on inventory record types, select which inventory record types should display this stakeholder type by default.

3. Click Save Inventory Record Type Links to apply your changes.

Configure stakeholder types on registration

By default, only the selection of Record Owners is required when records are registered in your inventory.

To include selection of additional stakeholder types during record registration:

1. Toggle available on record registration⁹ to display user selection for that stakeholder type.

2. (Optional) To make user selection for that stakeholder type mandatory, also toggle make it required.

⁹ Register records in the inventory

Changes are saved automatically.

Manage stakeholder type permissions

1. Select a permission type to manage:

   • Records — Read and update (write) permissions for inventory record fields¹⁰ and document types.¹¹
   • Artifacts — Read and update (write) permissions for artifact fields,¹² and add, delete, read, and update (write) permissions for artifact types.¹³

2. Select Edit Permissions to modify read and update permissions to or from that type.

3. Toggle specific permissions for that stakeholder type by checking or unchecking the boxes next to the permission.

4. Click Save Changes to apply your changes.

¹⁰ Manage inventory fields

¹¹ Manage document types

¹² Manage artifact fields

¹³ Manage artifact types

Manage stakeholder types on records

NoneChanges will only apply to individual records.

• Adding an inventory record stakeholder type on one record in your inventory will not affect the stakeholder types on the other records within your inventory.
• Record stakeholder types available for selection on records is determined by the inventory record types assigned to the stakeholder type.¹⁴

¹⁴ Assign stakeholder types to record types

1. In the left sidebar, click Inventory.

2. Select a record or find your record by applying a filter or searching for it.¹⁵

3. Click Manage Stakeholders.

4. Toggle the stakeholder types you would like to display for that record.

5. Add at least one user to each of your desired custom stakeholder types to save the display settings for that record:

   1. Click on your inventory record stakeholder type.
   2. Select your users from the drop-down menu.
   3. Click Save to apply your changes.

¹⁵ Working with the inventory