Who can see this information?

Details about visibility and access controls for stakeholder information.

Last updated: March 23, 2025

Stakeholder Data Privacy & Access

Understanding Data Visibility and Protection

Know who can see your stakeholder mapping data and how it is protected within the SMRV platform.

Access Controls

1

Who Can Access Your Data

Only users with access to your project within the platform can view or edit your stakeholder mapping. This typically includes:

  • Your internal project team (e.g. Manager, Project Creator, Organiser, Reviewer)
  • ConnectGo and LEVEL's Analysts and Account Manager
2

Role-Based Permissions

Different roles have different levels of access:

  • Project Creators can create and edit all stakeholder information
  • Organisers can update stakeholder details and engagement plans
  • Reviewers can approve, comment, and suggest edits
  • Account Managers can access data across multiple projects

All users with access to your project data are bound by confidentiality agreements that protect the information you share on the platform.

Data Usage and Sharing

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Internal Use

Stakeholder responses are not shared externally unless you choose to include them in a public report or during a learning review. The primary purpose of this data is to support:

  • Internal project planning and decision-making
  • Risk assessment and mitigation strategies
  • Monitoring stakeholder engagement effectiveness
  • Learning and improvement processes
2

External Sharing Policies

If you need to share stakeholder insights with external parties:

  • Use the platform's export tools to create sanitized reports
  • Consider aggregating data to protect individual perspectives
  • Seek permission before attributing specific feedback
  • Apply appropriate data classification labels

Be careful when sharing exports or screenshots that contain sensitive stakeholder assessments. Always review any external-facing documents to ensure appropriate levels of anonymization.

Content Guidelines

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Appropriate Documentation

Be honest and transparent — but always respectful. These entries are used for learning, risk management, and accountability, not for external publication. When documenting stakeholder information:

  • Focus on observable behaviors and concrete examples
  • Avoid making personal judgments or using inflammatory language
  • Document evidence for any claims about influence or power
  • Note the source of information where relevant
2

Sensitive Information

Some information requires special consideration:

  • Political affiliations or personal relationships
  • Potential conflicts of interest
  • Historical tensions between stakeholder groups
  • Feedback that could be perceived as critical

Ask yourself: "Would I be comfortable if this stakeholder read my assessment?" If not, consider rephrasing while maintaining accuracy and honesty.

Data Protection Measures

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Platform Security

The SMRV platform implements multiple layers of protection:

  • Encrypted data storage and transmission
  • Regular security audits and vulnerability testing
  • Multi-factor authentication for user access
  • Automated monitoring for suspicious activities
2

User Responsibilities

Users also play a key role in protecting stakeholder data:

  • Never share login credentials
  • Log out when accessing from shared devices
  • Be mindful of who might see your screen when reviewing data
  • Report any potential security concerns immediately

The platform complies with GDPR and other relevant data protection regulations, with appropriate data processing agreements in place.

Audit Trails and Accountability

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Change Tracking

All actions within the stakeholder module are tracked:

  • Who made each entry or edit
  • When changes were made
  • What specific information was modified
  • Comments explaining significant changes
2

Review Records

Formal review processes are also documented:

  • Who approved each version
  • When approvals were granted
  • Any conditions attached to approvals
  • Resolution of flagged items

This audit trail helps maintain accountability and allows you to understand how stakeholder assessments have evolved over time.

Data Retention

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Standard Retention Periods

Stakeholder data is retained according to the following schedule:

  • Active projects: Full access to all data
  • Completed projects: Retained for two years after project close
  • Archived projects: Key insights preserved in anonymized form
2

Custom Retention Requirements

If your organization or project has specific retention requirements:

  • Discuss these with your Account Manager
  • Document any special requirements in your project setup
  • Consider data minimization principles

If you have legal or compliance reasons to delete certain stakeholder data before standard retention periods, contact your Account Manager to discuss options.

Communicating with Stakeholders About Data

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Transparency Best Practices

When gathering information from stakeholders:

  • Be clear about how their input will be used
  • Explain who will have access to their feedback
  • Specify whether their contributions will be attributed
  • Offer options for anonymity where appropriate
2

Trust Building

Building trust regarding data usage:

  • Share relevant insights back with stakeholders
  • Demonstrate how their input has influenced decisions
  • Respect confidentiality requests consistently
  • Acknowledge concerns about data usage openly

While the internal analysis of stakeholder relationships remains confidential, the insights gained should inform authentic and transparent stakeholder engagement.

Support and Questions

If you have questions or concerns about stakeholder data visibility:

  1. Refer to your organization's data handling policies
  2. Consult your project's Account Manager
  3. Contact the platform support team
  4. Review relevant sections of the user manual

For urgent concerns about data access or potential unauthorized disclosure, contact platform support immediately using the emergency support channel.

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