What's the deal with Stakeholder users?

Contents

Stakeholder or Full User?

Sending messages to Stakeholder users

Adding Stakeholders users to xMatters

Changing the license type of existing users

Tips and tricks

The information in this article is the intellectual property of xMatters and is intended only for use with xMatters products by xMatters customers and their employees. Further, this intellectual property is proprietary and must not be reused or resold.

Full User or Stakeholder?

With xMatters Base and Advanced plans, you can assign users a ‘Full User’ or ‘Stakeholder’ license type.

Users with the Stakeholder license type can access the xMatters web interface and mobile apps, configure device preferences, join groups and shifts, subscribe to notifications, and be assigned the same roles and permissions, but the options to send messages or respond to notifications are disabled. Stakeholder users are different than incident stakeholders (which can be users with any license type). 

Full Users are people who manage groups, build workflows, or need to respond to xMatters notifications (for example, incident commanders, resolvers, supervisors, and support teams). Stakeholder users are people you need to keep informed, but don't need to take action in xMatters, act as resolvers in incidents, send messages, trigger flows, or respond to notifications (for example, executives, partners, or customer representatives).

Still confused about the difference between what each user license can do? Here's a quick overview:

  Full User Stakeholder
Access xMatters (mobile app and web UI) Check-28.png Check-28.png
Receive messages Check-28.png Check-28.png
Send messages Check-28.png Cancel-16.png
Respond to messages Check-28.png Cancel-16.png
Trigger flows Check-28.png Cancel-16.png
Resolve incidents Check-28.png Cancel-16.png

If you have a Base or Advanced plan, you can enable the ability to assign user licenses by contacting us.

Sending messages to Stakeholder users

When users with the Stakeholder license type receive xMatters notifications, they don’t have the option to respond like Full Users do, so it's important to remember that any messages or notifications sent to Stakeholder users should be for informational purposes only. 

For example, these two messages were sent to a Full User and Stakeholder user using the same messaging form. The only difference is that the options to Acknowledge, Close, or Escalate are not available to the Stakeholder user:

Full User message:

full-user-email-example.png

Stakeholder user message:

stakeholder-message-example.png

Adding Stakeholder users to xMatters

If you have Stakeholder licenses as part of your xMatters plan, you can assign the Stakeholder license type to new users, or downgrade current Full Users to Stakeholder users. If you exceed the maximum number of user licenses, you'll need to reduce the number of assigned licenses to your license limit or fewer, or request more licenses.

Adding new Stakeholders users

When adding new users to xMatters, you have the option to assign a Full User or Stakeholder license type to them. By default, the License Type is set to Full User, but it can be changed by selecting the Stakeholder license type when manually adding users in the Web UI, or by specifying STAKEHOLDER_USER as the license type in the bulk User Upload.

add-stakeholder.gif

Changing the license type of existing users

If you need to change an existing user's license type, you can do so through the Web UI or User Upload. There are limits on how often you can change a user's type, so don't plan escalation or notification strategies around this change.

When a Full User is downgraded to a Stakeholder user they will no longer be able to respond to notifications, send messages, trigger flows, or be assigned as an incident resolver, and certain workflows and widgets (such as Messaging Link or Quick Link to Send Messages) will be disabled for them. 

Identifying Stakeholder users in xMatters

As Stakeholder users can't respond to the messages or notifications they receive from xMatters, it's important to know which users have been assigned this license type when targeting resolvers, configuring groups, and scheduling shifts.

Stakeholder users in recipient and group lists

In xMatters, users with the Stakeholder license type can be clearly identified by the STAKEHOLDER label next to their name or device in the Recipients and Resolvers selectors, and in Groups. This label is only used for users or their devices, so if you're targeting a group (even if it contains a Stakeholder user) this label is not applied.

stakeholder-identify-combined.png

Stakeholder users in the Incident Console

When adding incident resolvers in the Incident Console, you need to select resolvers individually if there are Stakeholder users in the list. As Stakeholder users aren't selectable, the option to select All users is disabled:

stakeholder-selector.png

Filtering the Users list

The License Type filter in the Users list allows you to easily manage different Stakeholder users in xMatters by combining multiple filters. For example, you can review only the Stakeholder users you supervise, see the license types of all users, or view which Stakeholder users have configured devices.

stakeholder-filter.png

Exporting Stakeholder user information

If you need to review users outside of xMatters, the License Type column is also included in User exports. As exports are .CSV files, you can open them in programs like Microsoft Excel or Google Sheets. This allows you to copy and paste this information into a User Upload file to quickly update the license type of multiple users:

stakeholder-export.png

Tips and tricks

  • When adding or uploading new users, make sure to specify the right license type for their role and what they need to work on in xMatters. As license type overrides roles, when a user's license type is changed, it can affect their permissions and what they're able to view in xMatters (for example, messaging widgets, certain workflow features, and incident resolvers).
  • Do you use xMatters email devices to trigger flows or integrations? Be careful when changing user license types as Stakeholder user credentials cannot trigger flows or integrations that use an xMatters email device as the authenticating user.
  • If you currently use roles to identify Stakeholder users in xMatters, you can easily update the license type of users with specific roles. Use the Roles filter in the Users list to review and export these users into a spreadsheet, update the License Type column, and then import the changes into xMatters through the User Upload.
  • Are Stakeholder users included in your group shifts? If a user with the Stakeholder license type is the last team member in rotation, or an alert is escalated to them, they cannot acknowledge, decline, or escalate an alert. Because this could result in an incident being unacknowledged for a prolonged period, we don't recommend adding Stakeholder users to shift rotations or escalations.

 

 

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