Skip to main content

How to Activate Imported Agencies: Site Managers

How Site Managers can activate their imported Agencies

Brittany Crow avatar
Written by Brittany Crow
Updated over a month ago

❖ Heads up! This article is only intended for Center Site Managers.

By the end of this article, you will be able to:

  • Identify Imported Agencies on your site

  • Activate Imported Agencies and their users

  • Send activation notifications to Agency Managers

Activating Imported Agencies

When Agencies are imported, they are assigned the Imported status. Neither Imported Agencies nor their associated Needs appear on your site until they’re activated.

Similarly, imported users cannot log in until their accounts are activated.

Follow the steps below to activate Imported Agencies and notify their Agency Managers.

Getting Started

  1. Go to Volunteerism > Agencies.

  2. Select Imported from the Status dropdown.

  3. Only your imported Agencies are displayed. A banner appears with a Send Notification Now button.

  4. Check the boxes beside the Agencies you wish to activate.

    • You can select all by checking the box at the top of the column.

  5. Click Send Notification Now.

Clicking this option activates the selected Agencies on the site. The Agency Managers for those Agencies will receive an email notifying them of their assignment as an Agency Manager, along with instructions on how to log in and access their Agency Manager dashboard.

The template for the notification is "Agency Imported Message".

Did this answer your question?