Skip to main content
All CollectionsAdvanced Program ManagersVolunteer ManagementUser Accounts
Updating User Information: Advanced Program Managers
Updating User Information: Advanced Program Managers

How Advanced Program Managers update user account information

Brittany Crow avatar
Written by Brittany Crow
Updated yesterday

❖ Heads up! This article is only intended for Advanced Program Managers.

Volunteers can edit their profiles whenever, but if you're asked to make any changes or need to make any changes to a user's profile, you can from the Users area of your dashboard. Once you click on a user's name, you are taken to the Edit User, page where you can update their password, change their photo, update their basic information, etc. This is also where you can review important information about your volunteers, like their qualification statuses, what teams or user groups they're members of and more!

Editing a User's Profile

Before we talk about editing a user's profile, let's talk about how to review profiles for the volunteers in your Programs.

  1. Go to Volunteerism > Users.

  2. Click on the name of the user you want to review from the Manage Users table.

  3. From the Edit User page, you can review or edit:

A User's Basic Info

You can update a volunteer's basic information, change their password, update their communication settings, and more under the Basic Info tab. Be sure to click one of the blue Update buttons to save any changes you make to this page.

Updating a User's Password

Volunteers can always reset their password by clicking Forgot your password on the login screen; however, you may have volunteers who need help changing their passwords. You can either send the Password Reset email to those volunteers or directly change their password from their profile area.

  1. Go to Volunteerism > Users.

  2. Select the user's name from the table.

  3. Type the new password in the New Password and Repeat New Password fields.

  4. Click Update Password.

Save and share the new password with the user. We also recommend they update their password again after logging back in.

Reviewing Registration Question Responses

You can review volunteer responses to registration questions from the Edit User page. Answers to standard and custom registration questions are located under Basic Information. You have a few options for filtering these questions:

  • Show All Questions Assigned to a Track: Select this option to see all questions assigned to Tracks

  • Individual Tracks: Select the specific Track to see its questions and responses

  • Show All Available Questions: Select this option to see all questions for all Tracks, even those the user isn't assigned to, plus the registration questions not assigned to Tracks

Qualifications

When you click on the Qualifications tab, you can see which qualifications the user has completed and which they still need to submit. Here you can also review or update a qualification's status and edit them as needed. This is great if you ever need to give a friendly nudge to a volunteer about completing a qualification or if you need to confirm why the volunteer might have issues responding to an Opportunity!

Teams & User Groups

When you click on the Teams tab, you can see what teams a user is a member of and what Program and Opportunity that team is associated with.

When you click on the User Groups tab, you can see what user group the volunteer is a member of, add them to an existing user group, or remove them from one!

Opportunities

Under the Opportunities tab, you can review which Opportunities the volunteer has responded to, add hours for those Opportunity responses, schedule the volunteer for an Opportunity, or review and manage any waitlists the volunteer is on!

Schedule

Here, you can see which days the volunteer is scheduled for an Opportunity in a calendar view. You can also:

  • Review information for scheduled Opportunities

  • Remove the volunteer from all shifts or an individual shift

  • Edit the volunteer's response

  • Message the user

To complete one of these actions, click the View More button on a day with scheduled Opportunities.

Hours

Here, you can review, update, or add hours for a volunteer!

Updating an Hour Entry

  1. Click on the hours under the Hours column.

  2. Update any applicable fields on the Edit Hours form.

  3. Be sure to click Submit Hour Entry when you're done!

Emails

Here, you can review a volunteer's emails. This is helpful when a volunteer reports any issues with receiving emails from you, the Site Manager, or the site itself. You can review the status of their emails to determine the issue!

Email Statuses

The two primary statuses are Sent or Skipped. The sub-statuses include:

Sub-status

What does it mean?

Sent

The message was sent but the system hasn't received an indication that it was delivered.

Bounced

The message was sent but rejected by the recipient's email server.

Confirmed Delivered

The message was sent and the system indicated that it was delivered.

Opened

The message was successfully delivered and opened by the recipient.

Clicked

The message was successfully delivered and the recipient opened it and clicked the link.

SpamReport

The message was sent but either the recipient or their email server flagged it as spam.

Test Address

The message was skipped because the recipient address was a test address.

Previous SpamReport

The message was skipped because the recipient or their email server flagged a previous message from your system as spam.

  • The system won't email this address until the spam record is cleared.

Previous Optout

The message was skipped because the recipient opted out of emails from your system.

Previous Bounce

The message was skipped because a previous message to this email address bounced.

  • The system won't email this address until the bounce record is cleared.

Invalid Email Address

The message was skipped because the email address isn't valid.

Skipped by Template Rule

The message was skipped because a Site Manager deactivated the template.

  • Please contact your Site Manager if you have questions about email statuses.

Messages

Here, you can review the automated notifications the site has sent to the user when an action triggered them! These include when the volunteer first registers on the site, when a volunteer requests to reset their password when a volunteer responds to an Opportunity, and more!

Files

Here's where you, the volunteer, and any manager with access to the volunteer's profile can review or upload files to the user's profile. These can be onboarding documents you want to keep a record of volunteer evaluations, etc. Files can be made private. If a file is private, the volunteer won't be able to review it, unless it's shared with them via a shareable link. Public files can be viewed by anyone with access to the user's profile.

Notes

Notes are a private tool that only you or the Site Managers can access and review. This is where you or a Site Manager can share important details about a volunteer on their profile. For example, maybe a volunteer has a set schedule or they have open availability. You or a Site Manager can relay that information to one another about a volunteer here!

Did this answer your question?