❖ Heads up! This article is intended for Program Managers—a role available only on Amplify sites. You may also see this role referred to as Advanced Program Manager; both terms refer to the same user type.
By the end of this article, you will be able to:
Access and update a user’s profile
Review qualifications, groups, and Opportunity responses
Update hours or assist with password resets
Please note that user accounts cannot be merged.
Access a User’s Profile
Go to Volunteerism > Users.
Select the user’s name from the table.
You are redirected to the Edit User page.
Update Basic Information
Use the Basic Info tab to:
Update contact information
Change communication settings
Update profile photos
Change the user’s password
Click one of the Update buttons to save changes.
Review Registration Question Responses
From the Basic Info tab, review responses to standard or custom registration questions by selecting:
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
Select the Qualifications tab to:
View submitted or pending qualifications
Update qualification statuses
Teams & User Groups
Teams tab: View team memberships and associated Programs or Opportunities
User Groups tab: Add or remove the user from existing User Groups
Opportunities
Use the Opportunities tab to:
View Opportunity responses
Schedule the user
Add hours
Manage waitlists
Schedule
Select the Schedule tab to:
View scheduled Opportunities in calendar view
Edit responses
Remove shifts
Message the user
Click View More on a scheduled day to take action.
Add or Update Hours
Go to the Hours tab.
Click an entry in the Hours column.
Update applicable fields.
Click Submit Hour Entry.
Emails
Use the Emails tab to review email delivery status. Contact your Site Manager with questions about email statuses.
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.
|
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.
|
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
Use the Messages tab to view automated notifications sent to the user, such as:
Registration confirmations
Password reset requests
Opportunity responses
Files
Use the Files tab to upload or review documents related to the user.
Private files are visible only to managers unless shared by link
Public files are visible to anyone with access to the user’s profile
Notes
Use the Notes tab to document important information about a user.
Private notes are visible only to Site Managers and Program Managers with access to the user’s profile.
