Manage Contact Roles

The reasons for using Contact Roles are described in section Contacts Overview > Contact Roles.

Roles are created globally and can be used in workflows of any level (global, site group, site workflows). For details on how a Contact Role behaves depending on the hierarchy level, see section Advanced Features in evalink talos > Use of Roles > How a Role Is Applied.

The operations below are performed on the Company > Settings > Contacts page.

Create a Contact Role

To add a new role:

1. Click the add Add Role button

2. Specify the name for the role

   There are no requirements for the role name format. evalink talos refers to a Contact Role by its ID (generated automatically), not by its name.

3. Click Submit

The new role and its Role ID are displayed in the Contact Roles list.

Assign a Contact Role

A Contact Role can be assigned to a contact, Contact List, or a Dynamic Contact during the entity creation procedure.

For details, see the appropriate procedure steps:

• for a contact – in section Operations with Contacts > Create a Contact
• for a Contact List – in section Operations with Contact Lists > Create a Contact List
• for a Dynamic Contact – in section Work with Dynamic Contacts > Operations with Dynamic Contacts > Create a Dynamic Contact

It is possible to add or change the Contact Role later by editing a contact, Contact List, or a Dynamic Contact.

Edit a Contact Role

To edit a role:

1. In the roles list, click Edit next to the role

2. Edit the role name as desired

3. Click Submit

Delete a Contact Role

1. In the roles list, click Delete next to the role

2. Enter the confirmation code and click Confirm Delete

info

To be able to delete a Contact Role, first unassign it from all contacts and Contact Lists.

Use a Contact Role in a Workflow

Contact Roles are typically used in higher-level workflows (site group and global workflows) to in order to apply site-specific contacts, but there can be a number of other usage scenarios.

Before you begin, make sure that the Contact Role your're planning to use is assigned to some contact record (a contact, Contact List, or a Dynamic Contact) on at least one level of hierarchy (site, site group, or global).

To use a Contact Role in a workflow:

1. On the Workflows page of a site, site group or Company, create a workflow

   For details on creating the workflow, see section Add a Workflow > Start Creating a Workflow in Workflow Reference > Operations with a Workflow.

2. Set the incoming conditions for the workflow

   For details, see section Work with Workflows > Workflow Incoming Conditions and Workflow Comment > Set Incoming Conditions for a Workflow in Workflow Reference > Operations with a Workflow.

3. Add a workflow step that involves contacting someone by email, SMS, or phone

   An example of such a step is cloud_queue Automated Decisions > perm_phone_msg Twilio Call.

   For details on adding a workflow step, see section Manage Steps > Add a Step in Workflow Reference > Operations with a Workflow.

4. In the step parameters in the right pane, select an option that allows using Contact Roles

   For example, to use a role in the perm_phone_msg Twilio Call step, you need to leave the supervisor_account Role option selected (the default option).

   From the role selection drop-down, select the Contact Role to be used.

5. Configure other wokflow steps as necessary

6. Click Save    to save the workflow