Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

Quick Summary

  • You can create one or more Roles, for example Doctor, Forensic Scientist, Teacher

  • You can assign each of these roles to one or more contacts

  • Each contact can have multiple Roles

  • When a contact is given a role, a start date must be specified

  • Adding an end date is optional

Watch the walkthrough

https://www.loom.com/share/bb7bfb893d144f46ad5915b2073a30ac

Get started with Roles for Contacts

You have to be an Organisation Admin to create and edit Contact Roles however any user can assign one of those Roles to a Contact

Key screens

Manage Roles

Roles box on a Contact Profile Page

  • No labels