❖ Heads up! This article is only intended for Center Site Managers. Agency Managers are only available on Center Sites.
Agency Managers can add and remove Agency Managers for their Agencies. They can also edit who the primary Agency Manager is for their Agency. However, as a Site Manager, you may be asked to assist an Agency Manager in assigning a new one—or maybe you'll be tasked with adding one for an Agency when a manager leaves. Whatever the case may be, you can always add or remove Agency Managers, as well as assign new primary managers as necessary! This can all be done from the Agencies area of your site.
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.
Remember, they must have a registered account on the site to be added as an Agency Manager. If the user has a registered account on the site, then their name appears in a drop-down for you to select from.
Click the name of the individual from the dropdown to add them as an Agency Manager.
You can always tell who your primary Agency Manager is by the filled-in white star by their name.
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.
This just removes their Agency Manager status—it doesn't remove their user account.
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 may need to assume a user's role to see what they're seeing on their end of the site. Once you've assumed their role, you are in full control of their account as if signed into their account. Be sure to let the user know of any changes you made that might impact their ability to access or use their account in the future. You can assume a user's role from either the Agencies or Users area of your site. You might use this if:
An Agency Manager is having trouble posting Needs.
A user is having issues accessing their account.
A user has requested to have their account information anonymized during deactivation.
An Agency Manager has asked for help with their account or reported an error that you aren't seeing from the Site Manager's perspective.
If you go to the Users area, just click the Assume the Identity of this User button under the Options column from the Manage Users page.
Or, you can click the user's name and then click Assume User from the Edit User page.
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.
Once you assume the user's identity, you're seeing the site through their perspective. You're also logged out of your account while assuming another user's role. Be sure to log out and log back in to resume your role again.