Assign a Role to a Contact
- Matt Kepple
- Faustina Lawrence (Unlicensed)
You can assign one or more roles to a contact
You can alternatively use an integration to give a contact a role
Steps
Requirements
Your organisation must have created at least one role before you can assign a role to a contact
Go to the Contact Profile Page of the contact you want to give a role to
Scroll down to the Roles box that appears on the left side
Press the + Add a Role button within the Roles box.
If you have not created any Roles then
The + Add a Roles button will not be displayed.
The Create a Role text will be displayed which on clicking will redirect you to the Create a Role page.
The text “This prompt appears to you because you are an Organisation Admin” if you are the Admin.
You can get to know more about Relationships by clicking on the text What are Roles?
The Roles box expands to display the Select Contact role dropdown list where you can choose a Role to give the contact
You must add a Start date to the role
Adding an End date is optional
Press Save
The box updates with the details of the Role you gave the contact
