Circles
In addition to Team Members, you can form Circles within each Relationship. A Circle is a great way of defining the Governance Model for a Relationship, as you can clearly define the responsibilities and accountabilities of each party. These can for example be the Relationship Managers, Executives and Key Stakeholders in the business.
Work with your Company Admin to set up your company Circles.
As the Relationship Admin, you can add the circles using the "Add Circle" button. From here you can easily add the appropriate stakeholders.
Circles are pre-configured by a company admin from your organisation, if you cannot find the one you are looking for, contact the person with the appropriate permission from your organisation and ask them to add a new one.