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Adding Users to Programs: Program Managers

How Program Managers add new users to their Programs

Written by Brittany Crow
Updated over 3 weeks ago

❖ Heads up! This article is intended for Program Managers—a role available only on Amplify sites. You may also see this role referred to as Advanced Program Manager; both terms refer to the same user type.

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

  • View users assigned to your Program

  • Add new or existing users to your Program

  • Manage user access, qualifications, scheduling, and hours

See Who’s Assigned to Your Program

  1. Navigate to Volunteerism > Users from your dashboard.

  2. Review the users listed on the Manage Users page.

All users listed here are assigned to your Program and available for you to manage.

ℹ️ Note: Your view of a user’s profile may differ from a Site Manager’s depending on your role and how the user has interacted with your Program.

Adding Users

  1. Go to Volunteerism > Users from your dashboard.

  2. Click Add New User.

  3. Complete the Add New User form.

  4. If you're done, click Add User and Finish, or you can add another by clicking Save and Add Another.

Select Send the "Invitation to complete your profile" email to notify the user and prompt them to finish registration. This is recommended if users must complete Qualifications before responding to Opportunities.

Add an Existing User

  1. Navigate to Volunteerism > Users.

  2. Click Add New User.

  3. Enter the user’s registered email address.

  4. Press Enter or select another field.

    1. If the email matches an existing account, a confirmation message appears:

      • Review the user’s information.

      • Click Yes to add them to your Program.

  5. Click Add User and Finish to close the window or Save and Add Another to continue adding users.

Manage Users from the Users Area

From the Manage Users page, you can:

  • Review basic user information (name, email, role, status)

  • Approve Qualification responses (if manual approval is enabled)

  • Send emails to individual users

  • Send password reset emails in bulk

  • Schedule volunteers for Opportunities

  • Review and approve volunteer hours*

* Availability of these features depends on your Site Manager’s configuration. Some hours or Qualifications may be approved automatically.

User Roles

Role

Description

User

Volunteers without a manager role

Program Facilitator

Oversees the Program but cannot add Opportunities or make manager-level changes

Program Manager

Manages assigned Programs, including:
• Creating Opportunities
• Adding or removing users
• Updating Program profiles
• Emailing users

Site Manager

Oversees the entire site and has the highest level of access

Approving Qualification Response Submissions

If the Site Manager has set up Qualifications to be manually reviewed before they're approved, then you may see this option from your Program Manager dashboard. Or, the manager could have them set up to be automatically approved upon submission.

Emailing Volunteers

Click on a user's email address from the Manage Users page to send them a message.

If you need to send several volunteers in your Program the reset password email, you can also do that from this page! In this example, the user list is first filtered to only those who need to reset their password before the email is sent:

Scheduling Volunteers

This is also where you can schedule volunteers for Opportunities.

Volunteer Hours

This is also where you can review and approve volunteer hours. This is also dependent on how the Site Manager has set up the site. Some hours may be auto-approved, while others may require manual approval.

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