❖ Heads up! This article is intended for Site Managers.
You can add or remove Site Managers and change user role types from the Users area of your site. Only Site Managers can change a user's role type. Please note that a Site Manager has site-wide editing and management capabilities. The user role types available depend on what product you use:
Amplify: Site Manager, Program Manager, Program Facilitator, User
Center: Site Manager, User
Agency Managers are added/removed from the Agencies area
Sustain: Site Manager, Program Facilitator, User
Select your product for information about adding Site Managers and changing user role types:
Amplify Site Managers
Amplify Site Managers
Adding a Site Manager
Go to Volunteerism > Users.
Select the user from the table.
Under Basic Information, select Site Manager in the User Type dropdown.
A popup appears to let you know you're giving administrative access to that user.
Click Update Basic Information to save your changes.
ℹ️So you know: Amplify and Sustain sites can only have two active Site Managers at a time.
Changing User Role Types
You can follow the same steps for making a user a Site Manager to change a user's role type:
Go to Volunteerism > Users.
Select the user from the table.
Under Basic Information, use the User Type dropdown to select the user's new role.
If making a user a Program Manager or Program Facilitator, be sure to select the Program in the next field.
Click Update Basic Information to save your changes.
Center Site Managers
Center Site Managers
Adding a Site Manager
Go to Volunteerism > Users.
Select the user from the table.
Under Basic Information, select Site Manager in the User Type dropdown.
A popup appears to let you know you're giving administrative access to that user.
Click Update Basic Information to save your changes.
Adding an Agency Manager in the Agencies Area
Go to Volunteerism > Agencies.
Select the Agency from the table.
Under Agency Managers, enter the name or email address of a registered user.
Click the Star by the name of the user you want to make the primary Agency Manager.
Primary Agency Managers can add and remove Agency Managers too.
Adding an Agency Manager from the User Profile
Go to Volunteerism > Users.
Select the user from the table.
Click the Agencies tab on the Edit User page.
Under Agencies Managed, use the Select Agency dropdown to select the Agency.
Click Add.
Removing Agency Managers
Go to Volunteerism > Agencies.
Select the Agency from the table.
Under Agency Managers, click the X beside the name you wish to remove from that Agency.
Sustain Site Managers
Sustain Site Managers
Adding a Site Manager
Go to Volunteerism > Users.
Select the user from the table.
Under Basic Information, select Site Manager in the User Type dropdown.
A popup appears to let you know you're giving administrative access to that user.
Click Update Basic Information to save your changes.
ℹ️So you know: Amplify and Sustain sites can only have two active Site Managers at a time.
Changing User Role Types
You can follow the same steps for making a user a Site Manager to change a user's role type:
Go to Volunteerism > Users.
Select the user from the table.
Under Basic Information, use the User Type dropdown to select the user's new role.
If making a user a Program Facilitator, be sure to select the Program in the next field.
Click Update Basic Information to save your changes.