Organization Roles: Create & Manage Organization Roles

This page covers:

1 Organization Roles Overview
2 Create Organization Roles

Organization Roles Overview

Organization Role is a junction object between the Account (Organization) and Project objects and allows users to affiliate Accounts with their projects. This allows project managers to maintain a record of the Organizations that are currently working on or have previously worked on/been associated with a project. For example, an organization's role is to be a funder if it provides funding for a project.

Create Organization Roles

To create a new Organization Role record, navigate to the ‘Organization Role’ related list from the Setup tab and click New.

Complete the following fields:

Organization Role Name - Enter the name provided for the organization’s role. For example: Implementing Partner.
Role - Select the role that the organization plays in the project from the dropdown.
Project - Master-detail field to the current project.
Organization - Select the organization/account which is fulfilling the role. For example: Together We Strive is acting as the Implementing Partner for this project.