Roles for Group Members

You can assign roles to members of a constituent group. For example, if a group represents a planning committee for your organization, you might assign roles such as Co-chair and Secretary to its members. A group member may have multiple roles. In addition, roles can have start and end dates to signify the term or amount of time a member serves in the role.

  1. Open the record of the constituent group with the member to assign to a role. For information about how to open a constituent record, see Constituent Search.

  2. Select the Members tab.

  3. Under Current group members, select the member to assign to a role.

  4. On the action bar, select Add and select Role. The Add a role screen appears.

  5. Select the role to assign to the group member.

  6. Assign a start date for the member in the role, if known. If the role has a set term, such as one that corresponds with your fiscal year, enter both the start and end dates.

  7. Select Save. You return to the Members tab.

  1. Open the record of the constituent group with the role to edit. For information about how to open a constituent record, see Constituent Search.

  2. Select the Members tab.

  3. Under Current group members, select the role to edit.

  4. On the action bar, select Edit. The Edit a role screen appears.

  5. Edit the start or end date for the member in the role.

  6. Select Save. You return to the Members tab.

You can delete a role from a group member, such as if you add it in error. When you delete a role, it is removed from the member’s history.

Tip: If a member serves in a role for a term, such as co-chair for a year, edit the role and enter the appropriate start and end date to preserve the member's history in the group.

On the Members tab on the constituent group's record, select the role to delete and select Delete. When a message appears to ask whether to delete the role, select Yes.