Web Content - My Organization Roster

The My Organization Roster web page content displays a list of all individuals of a specified relationship to a given organization that the user viewing the page is configured with permissions to manage. The purpose of this page is to allow the user to edit and add individuals related to their organization, as well as to purchase a membership for them if required.

Note: Only users with a relationship allowing management can manage individuals related to their organization from this page.

Note: Note that the record ID must be passed through the browser URL in order to display/test this page.

Example: If the page containing My Organization Roster content has the URL, "members.myassociation.com/org-roster/my-org-roster," directly navigating to this URL will not correctly display the page.
The organization ID must also be passed through the URL, like so: "members.myassociation.com/org-roster/my-org-roster?id=c829186a-605d-ea11-b699-0003ff528276."
This ID is automatically passed if the user navigates through a page such as My Managed Organizations. The URL + organization ID can also be manually created.

Tip: See the help topic Linking Directly to a Product or Product Category for additional information.

Content Configuration

Note: When adding My Organization Roster content to a page, bear in mind that each instance of this content can be configured to display only one relationship type. If it is necessary to display multiple lists of individuals by different relationship types, multiple instances of the My Organization Roster must be added to the same page and each configured to display the desired relationship type.
(For assistance in differentiating between multiple instances of the same content in one form, see Updating Web Content Name and Description.)

My Organization Roster content allows configuration of the following settings.

Individual to Organization Relationship (drop-down field): Lists all of the individual to organization relationships in the system. Choose the relationship type to be displayed on the page.
Organization to Individual Relationship (drop-down field): Lists all of the organization to individual relationships in the system. Choose the relationship type to be displayed.

Note: The Individual to Organization Relationship and the Organization to Individual Relationship settings work together to allow you to display specific lists of individuals on the roster page.
Allow Adding Individuals (check-box): Enables the Add Individual button on the roster page, allowing users to add a new individual of a given relationship type.

Individuals added in this way are assigned the relationship type set in the Individual to Organization Relationship field, described above.
- Allow Linking Existing Individuals (check-box): If the Allow Adding Individuals setting is enabled, during the Add Individual process the system checks (based on email address) whether the individual being added already has a record.
  
  Individuals already in the system will also be assigned the relationship type set in the Individual to Organization Relationship field, described above, in addition to an existing relationship type(s) they already have.
- Auto-Approve New Relationships (check-box): Enabling this setting causes any relationships created as a result of enabling Allow Adding Individuals and Allow Linking Existing Individuals to automatically be approved.
  
  If this option is disabled, these relationships are automatically considered Pending and must be approved by staff (this can be done using the Customers App > Approve Relationships feature).
- Link Address to Org if Adding Individuals (check-box): Enabling causes the organization's address to be linked to any individual(s) added from this page.
- Link Phone to Org if Adding Individuals (check-box): Enabling causes the organization's phone to be linked to any individual(s) added from this page.
- Text for Add Individual Button (text field): If Allow Adding Individuals (described above) is enabled, this field can be used to customize the text appearing in the Add Button. If this field is left blank, the button displays the text, "Add New."
- Create User Profile if Adding Individuals (check-box): If Allow Adding Individuals is enabled, enabling this setting also creates a user profile/login for the newly added individual.
  - Send Welcome Email if Creating User Profile (check-box): If the Create User Profile if Adding Individuals option is enabled, enabling this setting causes a Welcome Email to be sent to the newly created user.
    
    Text of this Welcome Email is visible and editable in the Configurations App > Email Templates.
Allow Add Individual Address (check-box): Enabling allows access to the Address button next to individuals in the roster.
Require Email Field (check-box): Enabling requires users adding or editing an individual in the roster to provide an email address in order to save.
Allow Removing Individuals (check-box): Enabling causes the Remove button to appear next to individuals in the roster. This option does not delete records, it simply end-dates that relationship with the organization.
- End-Date All Relationships if Removing Individuals (check-box): If Allow Removing Individuals is enabled, enabling this setting causes all relationship types between that specific individual and organization to be end-dated.
Allow Purchase for Membership Type (drop-down field): Causes the Create Membership Orders button to appear above the roster and specifies for which membership type orders should be created. Only one membership type can be selected in this field.

This button is greyed out until the user selects individuals in the roster. Users cannot change the membership type being purchased and are limited to the selection made in the Allow Purchase for Membership Type field.
- Allow Donation Product (drop-down field): If Allow Purchase for Membership Type is set, this drop-down allows selection of a donation that can be included in the membership order.
  
  In the Create Membership Orders form, users will see the option to choose a donation amount for the fund specified in the Allow Donation Product field.
- Bill to Customer (drop-down field): Specify whether membership orders should be connected with the Individual or Organization Record.

Result

The resulting page displays a list of individuals with a certain relationship type to an organization. Depending on the settings described above, users may have the option to take actions like adding, editing, and removing individuals, creating membership orders, and more.

Each table listing individuals displays individuals of a single relationship type to the organization. To display individuals of other relationship types to that organization, multiple instances of the My Organization Roster content must be added to the same page and configured to display different relationship types.

Note: In the example image below, the Additional Info button also appears next to each individual listed. This setting is linked to a custom form and is not configurable via the web content item described here.