Leadership Roles are a great way to highlight people and/or companies within your website. These sections allow you to pull records currently in your database and feature them on a static page. 

The information in the roles pull automatically from the record information on the backend, including phone, email, name, headshot/logo, and more. Note that if this information does not exist, it can not appear within a leadership role - this is especially important for headshots/logos. If a record does not have one, the circular area will appear with a default image.

Read on to find out more about how you can use Novi's Leadership Roles feature!

This article covers:


Create a Leadership Role

1. In the admin section, navigate to Members > Leadership Roles.

2. Click the Add Leadership Role button.

3. The New Leadership Role modal will pop-up:

4. Enter a Name for the Leadership Role.

5. Choose the appropriate Contact Info Visibility setting. (Note that this is separate from the page settings, which determine if the page itself is visible to the public.)

  • The default setting for contact info visibility is Public, which means non-logged in users will be able to see contact information for the people/companies in the Leadership Role - if the page is also visible to the public.

If you do not want contact information to be visible to the public, you can use one of the other options to:

  • only hide contact info from the public (by choosing Logged in Members With Benefits Only)

  • hide contact info from everyone on the frontend (by choosing None)

>> Learn more about page settings and how to lock down a page.

6. Select the records from the database to be featured in the role by typing in a name > select the name from the drop-down > enter a Position title (optional) > click + Add.

7. Give the Leadership Role a Description (optional).

8. Click the Save & Close button, or Save & Add New

The Name, Description and People will be displayed in this order:


Be sure to check out the Items of Note below for additional info related to Leadership Roles!


Add People to a Leadership Role

Existing leadership roles can be edited by clicking on the leadership role's name on the main page. The same options as above will apply.


Remove People from a Leadership Role

To remove someone from an existing Leadership Role, open the Edit modal on the backend, find the person's name in the Users list, and click the Remove button next to their name.


Change the Display Order of People in a Leadership Role

Open the Leadership Role on the backend. Move your cursor over the dots on the left side of the name you want to move. Then click and drag/drop to the correct position. Save & Close.


Feature a Leadership Role on a Static Page

  • Navigate to the page that you'd like the leadership role to appear.

  • Click on the Settings icon in the admin bar. 

  • In the Leadership Roles to Display section, select the name of the leadership role.

  • Click the Save & Close button.

Your leadership role will look similar to the page below, featuring the records chosen. Hovering over a record will reveal their contact information (if applicable). Clicking on a record will navigate to the record's profile page.


Change the Display Order of Multiple Leadership Roles on a Static Page

  • Navigate to the page where the Leadership Roles are displayed.

  • Click on the Settings icon in the admin bar.

  • In the Leadership Roles to Display section, drag and drop the roles into the correct order.

  • Click the Save & Close button.


Leadership Role Banners have unique IDs so you can link directly to a Leadership Role from a static page. This is very similar to the anchor functionality and is great for a page that has multiple Leadership Roles displayed. Users can click the link and jump down to the Leadership Role they want to view.

To link to a Leadership Role Banner, you can insert a link on the static page and enter the URL starting with # and then the ID.

The ID is the Leadership Role name, lowercase with spaces removed. For example:

  • Leadership Role Name = Board of Directors

  • Leadership Role Banner ID = board-of-directors

In this example, the URL would be #board-of-directors. Or, if you're linking to the role somewhere outside of your site, you'd use www.website.com/pagename/board-of-directors.


Items of Note

  • Leadership Roles are only compatible with regular static pages, not pre-formatted pages such as events, product pages, blog posts etc.

  • Leadership Roles are always displayed at the bottom of the static page, below the main content area.

  • After clicking on a person/company in a Leadership Role, the user will be taken to the corresponding profile page and the URL on the frontend will look like www.yourassociation.com/contacts/member-name.

  • To determine whether or not a user can view contact information for Leadership Role members, the system looks up all the leadership roles that the member is in, and if the current logged-in user does not have permission to view contact info on any of them, then all contact info is hidden (no other settings matter). If the user does have the proper permission to view at least one of the leadership roles, then all contact info is shown.

  • If the member has "Hide Contact Info" checked on the Settings tab of their record, this will override all other settings and their contact info will not show on the frontend.

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