If you are configuring multiple workflows, you only need to create one Roster page since the functionality for Corporate and Staff Management, Committee Management, as well as Chapter Management has been bundled into the Roster control.The Roster control allows group managers to perform customer record management functions for their roster on the web. Depending if you configure this control for Corporate and Staff Management, Committee Management, or Chapter Management will determine what customer record management functions group managers can perform on the web and what the group managers will see on the web.
Even though all THREE workflows use the same control, your setting configurations are different. Some of the settings on the Roster control are specific to each workflow and only need to be configured for that specific workflow. To add the Roster control to a page on your e-Business website, refer to:
· Web Settings
If you are configuring multiple workflows, you only need to create one Roster page since the functionality for Corporate and Staff Management, Committee Management, as well as Chapter Management has been bundled into the Roster control.
Depending on which workflow you decide to use, will determine what the group manager will see on the web. The section below displays these differences.
· Corporate and Staff Management:
Staff managers can view details about their staff, end employment relationships, update contact information, add/remove employees, view employee details, purchase products for the group from the web, and perform other customer record management functions.
· Committee Management:
Committee managers will be able to view and add new committee members, update their profile information, register them for meetings, make purchases for the group from the web, and perform other customer record management functions.
The Roster page for Committee Management is sequenced by hierarchy and NOT by alphabetical order. In addition, past committee members are NOT accessible on the roster, because the length of this list can be extensive. However, you could run a report to see a list of past committee members. See COM103PE - Analysis of Past Committee Members for more information.
· Chapter Management:
Chapter managers will be able to view details about the chapter members, chapter, update contact information, purchase products for the group from the web, and perform other customer record management functions, as shown below.
See also:
· For the back office configurations that are necessary before setting up this control, see Overview: Back Office Settings for Group Management.
· Overview: Sample Workflows for Group Managers Adding an Individual to their Group