Create Org Roles

Written by Nick Miles

Last published at: June 10th, 2020

Organizational Roles (Org Roles) are used to capture a profile's relationship between your organization, and/or the other organizational profiles in your database. Org Roles are particularly useful when capturing relationships that are dictated by time and require a record.

  1. Click Profiles from the Home page.
  2. Select Org Roles/Profile Links.
  3. Click Add Org Role.
  4. Enter the Name of the organization role and click Create.
    • Ex: Board Member, Executive Director, etc.