Use Stakeholder map in Room Analytics to map the buying committee, assign roles, and track coverage for multi-threaded deals. Add stakeholders from existing Room visitors or add them manually when you need to expand the committee. Keep stakeholder context in one place with activity and notes per person. Aligned also migrates existing identified visitors into the map so you start with real engagement data.
Prerequisites & Requirements
Plan: All plans.
Permissions:
View the Stakeholder map: Any user with access to the Room Analytics page
Add/edit/delete stakeholder cards: Room Owner, Admin, and above
Add/edit/delete buyer role definitions (role list): Admin and above
Technical Specs: No CRM integration required
How to open the Stakeholder map
Open a Room.
Click Analytics.
Click the Stakeholder map tab.
Stakeholder Map Overview
What the Stakeholder Map Shows
Interactive stakeholder cards displayed as a stakeholder map
Clear visibility into:
Buyer roles
Organizational structure
Relationship coverage
Stakeholder map: What you can do
Add stakeholders
Edit stakeholder details
Assign and manage buyer roles on stakeholder cards
Search and filter stakeholders
Open a stakeholder card to view Activity and Notes in the details drawer
What the Buyer sees
Buyers don’t see Room Analytics or the Stakeholder map.
Stakeholder Cards
Card Structure
Each stakeholder card includes:
Avatar
Stakeholder name
Job title
Buyer role (color-coded)
LinkedIn icon (if available)
Action menu (⋮)
Note: All cards are single-size. Additional details always open in a side drawer.
Buyer Roles
Supported buyer roles include:
Blocker
Budget Holder
Champion
Decision Maker
Economic Buyer
End User
Gatekeeper
Influencer
Legal and Compliance
Procurement
None
Other
Notes:
Each role has its own color (not hierarchical)
Only Admins and above can add, edit, or delete buyer roles
If a role is deleted, it is removed from all related cards
How Aligned Populates the Stakeholder Map
Aligned migrates existing Room visitors with an email address into the Stakeholder map
Aligned excludes anonymous visitors from the Stakeholder map
How Aligned populates the Stakeholder map
Aligned migrates existing Room visitors with an email address into the Stakeholder map.
Aligned excludes anonymous visitors from the Stakeholder map.
How to add a stakeholder from existing visitors
Open Stakeholder map.
Click the Search bar.
Click + Add stakeholder
Select a visitor from the list or add manually.
How to add a stakeholder manually
Open Stakeholder map.
Click Add new stakeholder button (Bottom-Center)
Click the Search bar.
Click + Add stakeholder
Click Add new stakeholder
Enter Full name.
Enter Email.
(Optional) Add a Profile picture, Job title, Phone number, stakeholder role.
Click Add and invite to room.
Aligned invites the stakeholder to the Room and adds them to:
Stakeholder map
Our Team section
How to edit a stakeholder card
Only Room Owner, Admins, and above can edit stakeholder cards.
Editing options include:
Personal details
Buyer role assignment
Buyer roles can be changed directly from the card without opening the drawer.
Deleting a Stakeholder Card
Only Room Owner, Admins, and above can delete cards.
Deleting a card:
Removes it from the stakeholder map
Does not remove the stakeholder from visitors or the client team list
Does not auto-reconnect related cards
How to use the Visitor Details drawer
Single scrolling view with three sections:
Overview
Activity
Notes
Tabs act as scroll shortcuts.
Stakeholder basics remain visible in a compressed header while scrolling.
Note: All sellers can view the Visitor Details drawer.
How to search and filter stakeholders
Open Stakeholder map.
Use Search to find stakeholders by:
Name
Job title
Buyer role
Use Filters to narrow results by:
stakegholder role
Not visited the room
Notes presence
Aligned sorts search results alphabetically (A–Z).
Permissions & Access
Role | Capability |
User | Only room owner can add/edit/delete cards |
Admin and above | Full access |
Troubleshooting & Error States
I can’t add a stakeholder with the same email.
I can’t add a stakeholder with the same email.
Use a different email address. Aligned blocks duplicate stakeholders with the same email.
I can’t find a visitor in the Stakeholder map search.
I can’t find a visitor in the Stakeholder map search.
Invite the stakeholder with an email address. Aligned excludes anonymous visitors from Stakeholder map search.
I deleted a stakeholder card and the person still appears in visitors.
I deleted a stakeholder card and the person still appears in visitors.
We keep the stakeholder in visitors so you can add them very quickly next time. Aligned deletes only the Stakeholder map card.
I duplicated a Room and the Stakeholder map looks empty.
I duplicated a Room and the Stakeholder map looks empty.
Add stakeholders again. Aligned starts duplicated Rooms with a clean Stakeholder map.
I updated a buyer role name in the account swettings and it changed on every card
I updated a buyer role name in the account swettings and it changed on every card
Aligned updates that role across all stakeholder cards.
Pro-Tips
Assign roles on cards during deal reviews so the team can spot missing coverage fast.
Filter by Not visited the room to identify stakeholders who need a direct nudge or a tailored section in the Room.