Identify the participants who will be involved in the life of a project. Understanding the different roles and responsibilities gives you the information you need to set up security, data collection, and reporting for the module.
The roles you will set up for Process Manager are:
■ Project security roles, which govern access and control
■ Project group roles, which specify responsibilities
Project security roles
Assign each participant to one of the security roles specific to Process Manager:
■ Opportunity Administrator
A user who sets up and tailors Process Manager.
■ Opportunity Manager
A user who creates projects and specifies owners, action plans, and tasks. A person with this role has full control over projects created by anyone else.
■ Opportunity Creator
A user who creates projects and has full control over projects that they create, but has no access to projects created by anyone else.
■ Opportunity User
A user who has read-only access to projects.
Project group roles
When creating projects, you assign each participant to one of these general roles provided by the system:
■ Primary Contact
The target person to be contacted for the successful outcome of a project.
■ Opportunity Owners
The group of users who are eligible to be Opportunity Owners (responsible for a project's success). A user must be a member of this pool in order to be assigned as owner to any individual project.
■ Contact
A participant who is associated with the project, but does not necessarily own its ultimate success.
■ Competitor
A company, or entity that may compete with the organization for the project. Typically this role is only used for sales business scenarios and not for fundraising or membership drives.
If you need more specific roles, you can assign each participant in a group to a descriptive role or roles. For example, the Opportunity Owners group might include:
■ Sales Directors and Sales Representatives
■ VP of Major Gifts and Major Gift Managers
Or they might include other job titles specific to your organization, for which you would need to create project group roles. These roles are custom roles you create using Process Manager.
You can automatically create group owners for projects using relationships. If you set up a SALES or RM (Regional Manager) relationship for a project's primary contact, they are automatically group owners. Owners belong to a security group that can gain access to certain areas based on how you set them up to access the system.
Another relationship creates a project owner, the MB (Managed By) group also creates a Sales Manager group owner. If you need to create more relationships that create group owners automatically, you can update the string parameter "OpportunityDefaultOwnerRoles" in the SystemConfig table. The current string is: 'Salesperson!<solicitor>!SALES,Sales Manager!MB,Regional Manager!RM'. Additional relationships can be added by Adding ,[Role Name]![Relationship Name] to that configuration string.
Associating personnel with prospects
Before iMIS can associate personnel with new projects based on the designated prospect, you must set up customer relationships in iMIS, which consists of two steps:
1. Set up sales and management relationship types.
2. Associate sales persons or managers with prospects.
To set up sales and management relationship types
1. From Customers, select Set up tables > Relationship types.
2. Check Current Relationship Types and ensure that the following codes are defined:
□ Code: SALES Description: Sales Person
□ Code: RM Description: Regional Manager
To associate sales persons or managers with a prospect
1. From Customers, click the Relationships tab in the history area.
2. For each sales person or manager:
□ On the Relationships tab, click New.
The Relationship Detail window appears.
□ Click New to enter edit mode.
□ Enter the ID of the person you want to associate.
□ Enter the code for the Relationship (SALES or RM).
□ Click Save.