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Your organization has relationships with a lot of different entities! You may have: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!

Screenshot of MonkeyPod relationship page. The relationship Alfred Pennyworth has the roles Donor and Superhero selected in the top right

❕ A relationship in MonkeyPod can have one role, several roles, or no roles.

How do Roles work in my MonkeyPod?

Roles do two important things:

  1. 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)
  2. 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.

Screenshot of Create Relationship page with Roles checkboxes circled in the Basic Info section

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 recommend that you stick to between 5 and 7!

To add a role go to "Relationships" -> "Contacts" -> "Manage Roles".

Screenshot of MonkeyPod header with the Relationships menu open and the Manage Roles link within the menu highlighted

Then click on "Add a new role".

Screenshot of MonkeyPod Relationship Roles page, with Add a new role highlighted under the table header ROLE

Type in a name for your new role and go!

Screenshot of Relationship Roles page with a text box for a role name and a checkmark button to save

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 go to "Relationships" -> "Contacts" -> "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

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