❖ Heads up! This article is intended for Amplify Site Managers.
By the end of this article, you will be able to:
Add or remove Site Managers
Change user roles for your team
Understand the differences between Site Manager, Program Manager, Program Facilitator, and User roles
Not sure what your product type is? Check out our article What's My Product Type? to get started.
Overview
Only Site Managers can modify user roles and access. This includes adding new Site Managers, changing existing roles, and assigning users to Programs.
Role | Description |
Site Manager | Full access to manage site settings, automation, and branding. |
Program Manager (Advanced Program Manager) | Manages assigned Programs. |
Program Facilitator | Supports assigned Programs but cannot manage users or Opportunities. |
User | Non-manager roles, such as volunteers. |
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 pop-up 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 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.
FAQ
Q. Who can change user roles on the site?
A. Only Site Managers can add or remove Site Managers and update user roles.
Q. Can I assign more than two Site Managers on Amplify?
A. No. Amplify sites allow a maximum of two active Site Managers at a time.
Q. Do Program Facilitators have administrative access?
A. No. Program Facilitators can support Programs, but cannot manage users or Opportunities.
Q. How do I change someone to a different role type, like a Program Facilitator?
A. Check out this video, Adding a Program Facilitator.