Managing data in Constituent Manager

Constituent Manager is the module that houses data about your people (constituents) organized into roles and/or groups.

A role is simply a “bucket” of constituents, such as Faculty and Staff, Students, Parents, or Alumni. The available roles are based on your contract. A group is a subsection of constituents organized using Group Manager and can be configured in a way that works best for your organization.

This article shows how to perform certain tasks you'll need to know when you are managing your people data in Constituent Manager.  

In this Article 


Add constituents to populate Constituent Manager

There are three ways to add people to Constituent Manager

Connect data from Constituent Manager to Finalsite products

Once uploaded, the data in Constituent Manager can benefit you in many ways.

  • Admin User Accounts: Create admin user accounts for certain people to manage your website.
  • Directory: Display people information on your webpages in Constituent Elements > Directory format. 
  • Messages: Send a template to a group of people in Constituent Manager.
  • Portals: Create portal accounts for your people to log into an access-controlled page.
  • Posts: Allow a group of constituents to add posts to a specific board.
  • Resources: Allow a group of people to upload resources to Resources.
  • Subscriptions: View subscriptions that an individual has signed up for.

Delete constituents

Once you have determined which profile was added manually, you can simply delete it.

delete constituent profile.png

Important Note

Before deleting a constituent profile, click on the Account tab to confirm whether or not the user has an Admin Login. You will not want to accidentally delete the constituent profile that is connected to an Admin User Account.

Assist with forgotten usernames or passwords

Read more about how to help your constituents when they can't get in to their account at, "Forgot username or password."

 

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