As Personify works to develop next generation e-business capabilities, one of the areas of importance is the ability for one constituent to manage the demographics, relationships, and transactions for other constituents that are part of a group. This is known as Group Management and it is composed of Corporate and Staff Management, Committee Management, and Chapter Management. The Group Management controls allow you to assign a manager to a roster from the back office and allows him/her to manage the roster online using these controls. This person is known as a "group manager". This feature is particularly useful for chapters, committees, or trade associations.
Customers themselves can represent a segment. On the web, this person is known as the "Group Manager", which is the person assigned to manage a segment or group of people. The permissions you assign to a group manager determine what customer record management functions he/she can perform on the web using the Group Management controls.
A typical scenario for committee managers is that a secretary has been elected, and he/she is granted rights to perform tasks online for the committee. In some cases, the committee manager may not be a member of the committee.
In order to work with committees on the web, you must first create the committee. Then, you can set up a committee chapter for segmentation. Then, you can assign an individual to be a group manager to the committee. Finally, you need to configure the Group Management controls on your e-Business website.
See Also:
· For more information about the system types and codes for committees, refer to Committees System Types and Codes.
· For more information about configuring committees on the web for group management, refer to Overview: Group Management.
· For the different actions you can perform after setting up a committee, refer to Working with Committees in Committee Central.
· For the list of reports you can run for a committee, see Committee Reports.
· For more information on how to create a new committee, refer to Creating a New Committee.