Roles in Constituent Manager

Assigning roles in Constituent Manager ensures that each person that exists in your system lives within the correct segment(s). Roles are contract-based so the roles that you see in your platform may vary from site to site. This article will show you how to view, manage, and adjust someone's role.

In this Article

• Why do roles exist? 
• Manage your roles 
  • View your roles
  • View all members of a role
  • View a specific constituent's role
  • Assign a role for the first time
  • Adjust or add to someone's role

Why do roles exist? 

Segment your people

Each person has a job on your site, whether as an editor, as a profile in a directory, or a more limited portal member. Not all jobs are the same. This is why roles are helpful. You can segment your people in other ways for different purposes (e.g. Groups, Lists, Directories) but identifying the role is the starting point and first step! 

Limit access to certain front-end pages

Assigning roles allows you to limit viewing access to certain pages. In order to restrict access to a page, you can assign it to a specific role. Users who are assigned that role will be able to access the page, while others will not. Roles can be set up and configured in the Composer page settings menu. Here are some other ways you can use roles on your site: 

• Create a role-protected portal
• Create a role-protected directory page
• Preview role-restricted content
• Restrict visibility to groups or roles

Manage your roles 

View your roles

Roles are often created in the data integration process but can also be adjusted manually in Constituent Manager. Navigate to Constituent Manager to view and manage your Roles. Go to the left navigation in Constituent Manager and click the View All button to expand them out.  

View all members of a role 

To view all members within a specific role, check the blue box next to the role and click the blue Update Filter button. This will populate all members of that role in the section below where you see # Constituents Found. 

There is an Expanded View option, as well, that provides a more in-depth view of the constituents within that role. You can even Export your list of members to manage the data a different way.

View a specific constituent's role

Click on the Roles tab in Constituent Manager to view a person's assigned role(s). 

Assign a role for the first time

When creating a new constituent manually, the first step is to assign a role. The Faculty & Staff role will be selected by default. To create a constituent that will be assigned to a different role, select that role before creating the constituent.

Adjust or add to someone's role

It's possible to change a person's role membership. A constituent may exist in the wrong role or have more roles that need to be assigned. Click on the Roles tab in Constituent Manager to view the current roles and use the checkboxes to adjust the role membership.