Year-Round Organizational Roles

This feature is exciting because it enables you to manage your Year-Round Content in various ways.

In Events, assigning participants to roles provides more granular control over what menu items are presented to different groups of participants. Organizational Roles bring this capability to Engagefully and Year-Round menus, allowing for more flexibility and customization.

Prerequisites

• Engagefully
• Engagefully EVENTS (Eventsential) with Year-Round content enabled
• Integration requires Account Linking

Why Organizational Roles?

Organizational roles allow you to provide a more dynamic experience within the app where users are presented and given access to specific menu items.

Creating and Populating Roles

The first step in using Organizational Roles is to create Roles.

Steps

1. On the home menu, look for the 'Organizational Roles' menu item
2. Select the 'Add New Role' button
3. Provide a name for your new role and click 'Create'.
4. Your Organizational Roles menu will now display the role you created. Click on the link to the desired role you would like to update. Then click 'Add Users'.
5. Roles are based on email addresses. Add the desired email addresses. If you have an Excel list of email addresses, you can save the Excel list as a Tab Delimited Text (.txt) file to produce a text list which can be copied and pasted. (See Integration section below to pull data from AMS / CMS)
6. With roles created and populated, you can now use roles at the organization/year-round level to manage menu items.

Integration - Pulling Member Data From Your AMS / CMS Solution

While it is possible to manage organization roles through the App Backoffice interface, it is usually preferable to create an integration which pulls in member data from your system to automatically populate Organizational Roles. A few things need to be in place to make this work.

1. The first step in this process is to enable account linking. Your system will need to provide certain APIs to allow data to be exchanged. Please see the Technical Requirements section under Account Linking Integration.
2. Organizational Roles must be defined and created prior to pulling member data into desired roles. We currently do not have the ability to dynamically/automatically create Organizational Roles from your AMS / CMS.