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title11. How to add Roles to a Contact record.
Info

Roles are different to permission levels. Roles are jobs the user does within the institution.

Certain roles will add the contacts names to lists.

  1. Click on Contact tab in the side menu.

  2. Click on Search in the Side Menu.

  3. Enter at least one of the following options in to the relevant search box: 

    • Given Name 

    • Surname

    • Home Institution

    • Status

    • Contact Role 

  4. Click on the Search Contact button.

  5. To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name. 

  6. This will return a list of contacts that meet the searched criteria

  7. When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.

  8. Scroll down to the Assigned Roles for Contacts section.

  9. Click on the drop box ans select the required role.

  10. Click on the Assign Role button.

  11. To add additional roles select the required role drop box and click the Assign role button. Repeat as many time as required.

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