Roles

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?

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 they work?

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 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".

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 your new roles and go!

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

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