How to change a person's type and/or persona in Engagifii
Personas & Person Types: A groundbreaking multi-tiered method for effectively managing individuals in Engagifii.
You are now empowered with flexibility and accuracy in portraying the diverse relationships and intricacies within your network. This allows you to accurately represent the diverse relationships and nuances within your network.
No longer will you be confined to rigid categories like "Member," "Non-Member," and "Staff." Now, you have the ability to:
- Create personalized Personas: Establish categories like "Association," "Agency," or "Lobbyist" that align with your unique organizational structure.
- Develop individual Person Types: Embed specific designations within each Persona, such as "Current Member," "Past Member," "Instructor," or "Client."
- Customize and personalize: Tailor Personas and Person Types to suit your specific terminology and requirements.
- Streamlined field management: Seamlessly manage field visibility and accessibility based on Personas, ensuring that only relevant information is displayed.
Field Management will be done on Persona level.
- Assign as many Person Types as needed within a single Persona, truly capturing a person's multifaceted role.
- Associate roles directly with Person Types, streamlining user management and permissions.
- Ability to create and assign Person Type to new/existing users that are prevalent in the organizations.
- Update Person Type(s) of users in the Organization with minimum clicks.
- View and use the various person types configured in the workspace for implementing configurations like workflows, group criteria, visibility settings, etc.
By following the below steps, you can easily manage and customize Person Types in Engagifii to accurately represent the diverse relationships and nuances within your network.
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