You can create roles for the following object types:
Event - functions contacts may perform for an event (such as Emergency Contact, Facilitator, etc.)
Organization - roles contacts may perform within an organization
How To Add Roles
1. Open a Specific Role Type View
Image: The Roles Master Definitions section is organized in submenus by object type.
The Roles view within the Master Definitions section has submenus organized by object type for Event and Organization.
2. Use the Create New Button
Image: After using the Create New button, the new role is listed at the top with a default name.
To add a new role, use the Create New button. Your new role will appear at the top of the list.
3. Rename the New Role
The new role will have a default name that includes its ID number. Use the edit icon () to rename.
Both types of role allows you to edit the list or item with the following actions:
Manually reorder items
The Id number for each item is listed
Edit the Name of the item
Check or uncheck the Active status
(for Event Roles)The Abridged checkbox controls if the item is only visible on an abridged list for users with limited permissions
View the Usage of the item in events, searches, etc.
Delete the item (if it is not being used)
Force Delete the item (even if it's being used) and remove all references (available only to Administrators in the (-1) security group)
Use Caution With Force Delete
The option to "force delete" a master definition item should be taken with care. Be advised that some searches may no longer function as expected until you edit them to remove references.
If you manually change the sort order of Event contact roles, that order will be reflected in the Event Form.
Tip: Manually Sorting Item Display Order
Image: Drag the row to manually set the display order.
The default display order for master definition items is to show them in alphabetical order. You can set the order that items will display by clicking on the row and dragging up or down. Use the Save Sort button to save the order.