Linked Account Roles

When a constituent has more than one role, eTapestry creates individual accounts for each role and links them. For example, a constituent is also a staff member at your organization. This individual has a constituent account and a user account. eTapestry links these two accounts if you create them simultaneously when you add the account. When you update information on one of the account roles, the changes carry over to the linked roles.

  1. From an account, click Account Settings. The Account Settings page appears. Under Roles, you view the existing roles for the account.

  2. Under Tasks, click Add Role. The Add Account Role page appears.

  3. Select the role or roles you want to assign to the account. If you add a new user role, complete the user role fields. For more information about these fields, see Add account with Name Formats.

  4. To add the new role and link it to the existing account, click Save.

    Note: All new user accounts are automatically in the Default security group. To reassign users to another security group, go to Management, Security Groups. For more information, see Security Groups