❖ Heads up! This article is only intended for Center Site Managers. Agency Managers are only available on Center Sites.
By the end of this article, you will be able to:
Add or remove Agency Managers for an Agency
Assign a new primary Agency Manager
Assume an Agency Manager’s role to troubleshoot issues
Adding Agency Managers
Go to Volunteerism > Agencies.
Select the Agency Name you want to edit the managers for.
Under the Agency Managers section, begin typing the name or email of the user you want to add as an Agency Manager. They must have a registered account on the site to appear in the dropdown list.
Click the name of the individual from the dropdown to add them as an Agency Manager.
Removing Agency Managers
Go to Volunteerism > Agencies.
Select the Agency Name you want to edit the managers for.
Under the Agency Managers section, click the (X) by their name to remove them. A pop-up appears, asking you to confirm your selection.
The (X) only appears when there is more than one Agency Manager listed and only if the Agency Manager you wish to remove isn't currently set as the primary manager.
If the one you want to remove is the primary manager, be sure to add another Agency Manager and assign them as the primary first.
Assigning a Primary Manager
If you only have one Agency Manager listed, then they're already the primary manager by default for that Agency.
A primary Agency Manager has a filled-in white star by their name.
A secondary Agency Manager has an empty star and (X) by their name.
To do this, you must first add a new Agency Manager and set them as the primary.
Go to Volunteerism > Agencies.
Select the Agency Name you want to edit the managers for.
Under the Agency Managers section, click the star icon by the name of the Agency Manager you wish to set as the primary. A pop-up appears, asking you to confirm your selection.
Assuming an Agency Manager's Role
You can assume a user’s role to view the site as they see it. This helps with troubleshooting or assisting with account-related tasks.
Common reasons to assume a role:
An Agency Manager needs help posting Needs.
A user has trouble accessing their account.
A user requests anonymization before deactivation.
A manager reports an error you can’t reproduce from your Site Manager view.
Go to Volunteerism > Users.
Click Assume the Identity of this User under the Options column, or select their name and choose Assume User.
If you went to the Agencies area, click the Agency Name from the table on the Manage Agencies page. Either click Assume Primary Mgr or Assume User buttons.
While assuming a user’s role, you’re logged out of your own account. Log out afterward to return to your Site Manager role.
FAQ
Q. Do I need to remove a user’s account to remove them as an Agency Manager?
A. No. Removing them as a manager only removes their manager status, not their user account.
Q. Why can’t I remove an Agency Manager?
A. The remove option only appears if there’s more than one manager and the one you’re removing isn’t the primary.
Q. How do I know who the primary Agency Manager is?
A. Look for the filled-in white star next to their name in the Agency Managers section.