Dual Role Contacts

What Is a Dual-Role Contact?

A dual-role contact is one person with more than one role in PawPlacer. Common examples include:

• An adopter who also fosters.
• An adopter who also volunteers.
• A foster who adopts a pet they are fostering.
• A volunteer who later applies to adopt or foster.

PawPlacer keeps separate role-specific profiles and links them for navigation and list display.

How Dual Roles Are Created

Dual roles are created when staff convert a profile from one role to another and choose to keep both roles active. Conversion actions are available from the profile action menu when the target role does not already exist.

Supported conversions include:

• Adopter to Foster.
• Adopter to Volunteer.
• Foster to Adopter.
• Foster to Volunteer.
• Volunteer to Adopter.
• Volunteer to Foster.

Finding Linked Roles

Linked roles appear in:

• The Linked Roles column on adopter, foster, and volunteer lists.
• The role switcher near the top of linked profiles.

Role chips near the profile identity and the Linked Roles list column identify the person's other records. Use the linked role navigation to move between them.

Convert an Adopter to a Foster or Volunteer

1. Open the adopter profile.
2. Open the action menu.
3. Select Convert to Foster or Convert to Volunteer.
4. Choose whether to keep the adopter role.
5. Confirm the conversion.

PawPlacer creates the linked role, copies shared contact details, and opens the new profile.

Convert a Foster to an Adopter

1. Open the foster profile.
2. Open the action menu.
3. Select Convert to Adopter.
4. Choose whether to keep the foster role.
5. Confirm the conversion.

After conversion, process the adoption from the adopter profile:

1. Add the pet to the adopter's pending pets.
2. Start the adoption workflow.
3. Complete checkout or in-person adoption.

When the adoption is finalized, PawPlacer completes the related foster assignment when applicable.

Shared and Separate Information

Copied or connected during conversion:

• Name.
• Email.
• Phone.
• Address.
• Relationship navigation.

Maintained separately by role:

• Status.
• Tags.
• Custom form answers.
• Notes.
• Documents.
• Foster assignments.
• Adoption history.
• Volunteer schedule and availability.

Blocked Status Behavior

Blocked is the strongest person-level restriction. Blocking an adopter can also block a linked foster role, and blocking a foster can also block a linked adopter role. Other status changes are managed independently by role.

Removing a Linked Role

To remove a role, open that role's profile and use Delete from the action menu. The other linked role remains unless you delete it separately. Adoption records and foster assignment history remain preserved where applicable.

Next Steps

• Track adoption history
• Manage foster assignments
• Volunteers