What are Roles? | Groopt

What are Roles?

Roles are labels assigned to contacts to

  • Describe the contact's relationship with the organization
  • Categorize contacts with similar qualities. 
  • Manage user permissions associated with particular roles

Contacts can have multiple roles and roles can be assigned or removed at any time.

There are two levels of roles:

  1. Organization-level Roles
    Unique labels used to define a contact's relationship to the organization.
    EX: President, CEO, Executive Director, Member, Alumni, Volunteer, Donor, etc.
  2. Group-level Roles
    Unique labels used to define a contact's relationship to a group within the organization. (more about group roles)
    EX: Chapter President, Chapter Advisor, Group Member, etc.