Assign Roles to a Contact
NOTE:
Roles are different from permission levels. Roles are jobs the user does within the institution. Certain roles will add the contacts' names to lists and signatures to some of the reports/letters/documents pre-configured in your Paradigm.
The table below outlines the intended use of each role. Please be aware that the following list is not comprehensive and may not contain all potential roles within your system:
AVETMISS Contact
Advisor
Application Reviewer
Assessment
Communication event recipient
Examiner
Extension Approver
Lecturer
Registrar
Reviewer
Sales
Teacher/Tutor
WE Coordinator
WE Primary Supervisor
WE Secondary Supervisor
Workflow
Load the Contactβs record, see Search for a Contact Record.
With the Contact record loaded in the system, go to the ASSIGNED ROLES FOR CONTACT section.
To Add a Role:
Click the drop-down list of contact roles, select the required role, and;
Click the ASSIGN ROLE button. The newly added role will now be displayed on top.
Repeat the same steps to add another role to the Contact record.
To Remove a Role:
Under the ASSIGNED ROLES FOR CONTACT section, click the DELETE button (bin icon) against the role that you want to be removed from the Contactβs record.
Click OK to confirm your action.
Repeat the same steps to delete/remove another role from the Contact record.
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