How to Set Up and Manage Stakeholders in Arovy

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Overview

Stakeholders in Arovy are a flexible way to document the people and teams who own or have an interest in your Salesforce org — without adding them as active Arovy users. Use stakeholders to tag ownership across applications, metadata, fields, and more, keeping your documentation organized and accountable.

Applies to: Arovy Settings | Feature: Stakeholders


Prerequisites

  • An Arovy account with access to Settings
  • A clear sense of the teams or individuals relevant to your Salesforce governance work (e.g., Finance, Sales, a specific compliance contact)

Estimated Time

~2 minutes per stakeholder


Background: Stakeholders vs. Users

It's important to understand the distinction before getting started:

 StakeholdersArovy Users
What they areDocumentation labels for owners and contactsPeople with active Arovy logins
Receive emails or invites?NoYes
Appear in ownership fields?YesYes
Count toward seat limits?NoYes

Stakeholders are purely for documentation purposes. Adding someone as a stakeholder does not notify them, grant them access, or create any activity in Arovy.


Step-by-Step Instructions

Step 1: Open the Stakeholders Settings

  1. Click your initials in the top-right corner of Arovy.
  2. Select Settings from the dropdown.
  3. Click the Team tab.
  4. Select the Stakeholders sub-tab.

    This page lists all existing stakeholders in your workspace.


Step 2: Add a New Stakeholder

  1. Click Add New Stakeholder.
  2. Enter a Name for the stakeholder. This can be:
    • A team or department (e.g., Finance, Sales, Legal)
    • A specific individual (e.g., a key governance contact)
  3. Optionally, enter an Email address for the stakeholder. This is useful for documenting who to contact but does not trigger any notifications.
  4. Set the type to either Individual or Team to keep your stakeholder list organized.

  5. Click Add (or your workspace's equivalent confirm button) to save the stakeholder.

    The new stakeholder appears in your list and is now available to assign across Arovy wherever ownership fields appear.


Expected Results

After adding stakeholders:

  • The stakeholder is available as an assignable value in ownership and stakeholder fields across applications, metadata, and Data Dictionary entries
  • No emails, notifications, or invites are sent to the stakeholder
  • Your team has a scalable, consistent way to document ownership without adding noise for external teams

Troubleshooting

ProblemLikely CauseSolution
Stakeholders tab not visible under TeamInsufficient settings permissionsAsk your Arovy workspace admin to grant settings access
Stakeholder not appearing in ownership dropdowns after creationPage hasn't refreshedReload the page; newly created stakeholders populate immediately
Duplicate stakeholders in the listAdded the same team or person more than onceRemove duplicates from the Stakeholders page; use consistent naming conventions going forward (e.g., always "Finance" not "Finance Team")
Need to update a stakeholder's emailContact details changedClick the stakeholder entry to edit the email field directly

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