About Roles
Portal Admins can define reusable roles (e.g. Legal, Finance) for use in Campaigns. They can then assign Full Contributors to roles. Roles can then be assigned to Campaign tasks.
To make the process even easier you can use department-based role mapping. By mapping Department name field on a role to the Department name on a user's profile the user will automatically be added to the mapped role.
Once Roles have been set up and associated with Tasks, Tasks will be automatically distributed among members of the assigned Role. The logic ensures that tasks are evenly distributed and no single user is overloaded with tasks.
Once tasks are assigned, assignees receive notifications with details of their task, including the due date for completion.
Who can do this: Portal Admins
How to create a new role and assign users
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Go to your portal as a Portal Admin.
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Find the Settings section on the left panel
- Select the Roles tab
- Select Add role from top right of page
- Enter the name for your new role (E.g. Finance, Legal)
- Add users to the role - search Full Contributor names and select them
- Optional: set up membership rules by choosing a Department name from profile fields to map to the role. Users with this Department name selected in their profile will automatically be added to the Role.
- Select Save
How to edit roles
In the Roles tab you can see a list of all roles. From here you can add or remove users from roles, delete roles or edit role names.
- To edit a role, select Edit from the Action icon and then add/remove users or edit the Role name.
- To delete a role select Delete from the Action icon and then confirm.
Note: People can have multiple roles. Only Full Contributors can be assigned to roles.