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Easysite Resource Centre
Contact Roles

Contact Roles

Contact Roles may be assigned to users, and list of user may subsequently be sorted by role.

Contact Roles

To create a list of appropriate contact roles go to Administration -> Membership -> Organisations.

1. Select Options. and then Contact Roles. The following view will be presented:

Contact roles screenshot

Note: once a list of roles has been defined, it may be sorted in either alphabetical or reverse alphabetical order.

2. Click add. The following view will be presented:

Contact roles add role screenshot

3. Enter an appropriate name for the role, and click save. Repeated as required.

Note: the list of roles may be reordered by dragging and dropping, and then click save order.

Assigning Roles to Users

To assign a Contact Role to a User go to Administration -> Users and Groups -> Users.

1. Select an appropriate User and click membership.

Note: Contact Roles may also be assigned via the Registration and My Account element.