Create Organizational Roles

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.
  3. Click Add Type.
  4. Enter the Name of the organization role and click Create.
    • Ex: Board Member, Executive Director, etc.

Was this article helpful?