You can add stakeholders to Leap Change individually or in bulk.
Manual entry
- Navigate to Stakeholders in the sidebar
- Click Add Stakeholder
- Complete the form:
| Field | Required | Description |
|---|
| First name | Yes | Stakeholder’s first name |
| Last name | Yes | Stakeholder’s last name |
| Email | No | Contact email address |
| Phone | No | Phone number |
| Department | No | Business department |
| Role | No | Job title or role |
| Location | No | Office location |
| Influence | No | Low, Medium, or High |
| Support level | No | Current stance on change |
- Click Save to create the stakeholder
- Optionally assign to projects immediately
CSV import
For bulk import, prepare a CSV file with your stakeholder data.
Your CSV should include headers matching Leap Change fields:
first_name,last_name,email,department,role,location,influence,support_level
John,Smith,john.smith@example.com,Finance,Manager,New York,High,Supportive
Jane,Doe,jane.doe@example.com,HR,Director,London,Medium,Neutral
Import steps
- Go to Stakeholders
- Click Import → CSV
- Upload your CSV file
- Map columns - Match CSV columns to Leap Change fields
- Preview - Review the data to be imported
- Import - Confirm to create stakeholders
Duplicates are detected by email address. Existing stakeholders with matching emails will be updated, not duplicated.
Microsoft 365 sync
If you have Microsoft 365 integration enabled, you can sync users from your organization:
- Go to Settings → Integrations
- Connect your Microsoft 365 account
- Configure sync settings:
- Merge strategy - How to handle conflicts
- Sync frequency - Manual, daily, or weekly
- Filter by groups - Sync specific Entra groups
See Microsoft 365 integration for details.
Assigning to projects
After creating stakeholders, link them to relevant projects:
- Open the stakeholder profile
- Go to the Projects tab
- Click Assign to Project
- Select one or more projects
- Save changes
Alternatively, use bulk operations to assign multiple stakeholders to a project at once. 