Assigning roles to organisation members

In this article

Adding roles
Assigning roles
Communicating with organisation members by role

Roles are a useful way of distinguishing organisation members and making it easier to communicate with groups of members based on roles. Once added, roles are easily assigned to the relevant members of each organisation.

Adding roles

Navigate to the Roles section of the Network module and select Add role.

On the Add role pop-up, enter a suitable role Name and click Save.

Continue adding roles as appropriate. Note the role Actions - to View, Edit or Delete a role. Deleting a role unassigns that role from all previously assigned organisation members, but the members themselves are not deleted from the Address Book or removed from the Network organisation. You can also change the Order of roles by clicking any reorder control to make order changes within a pop-up.

Selecting to View a role shows a list of role-holder members. Use the Organisation Status filter to optionally switch between viewing role holders of Active or Archived organisations - click Update to apply a filter change. From here you can Communicate directly with those role-holders.

Assigning roles

Working within the Organisations section of the module, search and open an organisation to View - either by clicking on an organisation Name or selecting View from the organisation Actions.

There are two ways to assign roles. The first and simplest is to use inline role editing. Alternatively, you can assign roles within the respective Add member or Edit member pop-ups. Let's look at the inline role editor:

As you hover your cursor in the Roles column of a member the inline editing button is shown - click Edit.

Available roles are shown. Assign roles as appropriate - assigned roles change colour from grey to blue. Click Save to close the inline editor. Continue assigning roles to organisation members as appropriate.

Communicating with organisation members by role

As mentioned earlier, you can easily communicate with organisation members assigned with a specific role. Working from a role "View" page, accessed via the Roles section of the module, the Communicate action enables you to send an email or SMS to all role holders who have a valid email address or mobile number.

However, to communicate with more specific groupings of people - and working from within the Address Book - you can create Smart Tags. Smart tags enable you to dynamically group people based on conditions; those contacts whose details match the tag's condition are tagged and those whose details no longer match the tag's conditions are untagged. Smart tags remain up to date as your organisation member contact details change over time, meaning you are communicating with just the right grouping of people at that time. See our related support article for further information about Smart Tags.

There is a wide range of supported Network module conditions, giving you lots of granular control over the contact members of organisations the tag matches. In the example below, the tag has a condition to match contacts who are organisation members who hold a specified role in a particular region. In this example, 'region' is stored as an organisation label. Notice that there are smart tag conditions available to Members, Organisations, Meeting Addresses, Office Addresses, Labels and Custom Fields.

In this way, you can easily create highly elaborate smart tags to drill down into your Organisation member data, and then Communicate with those tagged contacts directly from a tag "View".

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