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.
- Click Profiles from the Home page.
- Select Org Roles.
- Click Add Type.
- Enter the Name of the organization role and click Create.
- Ex: Board Member, Executive Director, etc.