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:
- 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.
- 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.