Roles
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Your organization has relationships with a lot of different entities! You may have:
- Donors who keep you going
- Customers who buy things you sell
- Individuals you provide services to
and many more!
❕ If you are migrating to MonkeyPod it is *REALLY* important that you know what roles you are going to have in your system!
What are Relationship Roles in my MonkeyPod?
To organize and segment information for relationships of a specific type, MonkeyPod uses Roles.
At their core, roles are labels that you assign to different types of relationships.
To see which roles a relationship holds, you simply go to their account and look at the top right hand corner. You'll see the roles there!
❕ A relationship in MonkeyPod can have one role, several roles, or no roles.
How do they work?
Roles do two important things:
- They allow you to pick and choose what information your team will see for each individual relationship. (Check out how to change what you see by role)
- They help identify which groups of people you need to communicate with in a particular context. (Check out our Email Marketing section for more information)
Adding a role when you create a relationship
When you create a relationship, the roles you have in the system are listed on the Create Relationship screen shown below.
How do I add *my own* roles to my MonkeyPod?
To begin, MonkeyPod gives you the commonly used roles of:
- Customer
- Donor
- Employee
- Vendor
❕ While you can add as many roles as you want, we typically recommend that you stick to between 5 and 7!
To add a role simply go to "Relationships" then click on "Manage Roles".
Then click on "Add a new role".
Type in your new roles and go!
What are relationship cards?
Relationship cards are summaries of information, or quick enter data points for an entity in your MonkeyPod.
For example, for this entity we have the relationship card - Contract Info, Social Media, Documents, Spending, Contractor, and Pipelines.
Relationship cards are able to be configured for each role in the system.
To look at the relationship cards for each role click on "Relationships"->"Manage Roles"
From here you'll see a list of the roles you have in the system and their relationship cards.
If you would like to configure which relationship cards show up for a particular role, click on the three dots then "Edit Role Settings"
From here you can see which relationship cards anyone with that role will have, or add your own by click on the blue checkbox next to that card
