❖ Heads up! This article is only intended for Amplify Site Managers.
Basic Info
This is where you update basic information for a user.
Go to Volunteerism > Users.
Select the User.
Update each section as applicable.
Click the corresponding Update button for the sections you update.
Profile Picture
We recommend that the user uploads their profile image; however, Site Managers can also upload a profile image here. Images must be 540px by 540px.
Click Upload Photo.
Select your image.
Crop the image if applicable, or click Skip Crop and Save.
The profile image is now live. It can be removed by returning to this area and clicking the Remove button.
Basic Information
This is where you can update the user's status, type, and more.
Field | Description |
Status |
|
External ID | Use this field for any identification number used to identify the user (e.g., employee IDs). |
User Type | Select the User Type here:
|
Select a Track | Use the Select a Track dropdown to see the questions and answers to that Track's registration questions. |
Contact Fields | Contact fields include name, email, phone, and address. |
Favorite Program | When a Program is favorited, the user receives notifications and updates about that Program and its Opportunities. |
Custom User Registration Questions | Custom User Registration Questions are unique to every site. These are questions you or another Site Manager has created for users to answer upon registration. You can review their answers here if they have answered them. |
Comments | Comments are private and only visible between Site Managers and Advanced Program Managers when the user is assigned to the Program they manage. |
Change Password
Update the user's password here. Passwords are case sensitive, cannot include spaces, and must include upper and lower case letters, numbers, and special characters. They must also be at least 8 characters long.
Skills & Causes
See which Skills & Causes the user has checked here. You can also update their Skills & Causes by selecting or deselecting from the list. Be sure to click Update Skills and Causes to save your changes.
Availability
See when the user is available for scheduling. When a user has shared the days and times they are available for scheduling, you can then access a list of available volunteers based on their selections here when using the Scheduling tool.
Settings
Users can opt not to be contacted in the event of a disaster, and they can opt out of being scheduled by managers based on their availability, too.
User Tags
User Tags are an internal support tool. If a user has an assigned User Tag, managers with access to the User Filter can filter and find users with those tags. Users cannot see these tags, and they are not searchable on the front end of the site.
Enter the name of the User Tag.
Click Add.
You can now search and filter for that user in the User Filter.
Deactivate User
If you need to deactivate a user's account, you can here. Just click the red Deactivate User button.
If a user wishes to anonymize their account upon deactivation, they must manually deactivate their accounts themselves. You can also assume the user's role and do it from their profile area, that way too.
Extra Data
The Extra Data field is an administrative tool that helps you store and organize additional details about users on your site. Think of them like User Tags, but with more structure—you can assign both a label (called a “Key”) and a response (called a “Value”) for more specific tracking.
For example:
Key: Volunteer Interview Complete? → Value: Yes, No, Scheduled, Declined
Key: Favorite Dog Breed → Value: Mutt
Key: Date Vaccinated → Value: April 2021
These fields are visible only to Site Managers—volunteers won’t see them on their profiles or during registration.
What Are They For?
Extra Data Fields are perfect for storing internal or archived notes about users that:
Aren’t collected during registration
Help with sorting and filtering, like keeping track of interview status, internal approvals, training completion, etc.
They’re especially useful with the User Filter tool, allowing you to quickly find users based on specific Key/Value details. Just be sure to type the Value exactly as it appears—typos can prevent accurate results.
Extra Data Fields are not included in most standard reports, but you can view them in the Users export under Volunteerism > Users. Look for column AH, where each Key and Value pair will be listed in the format:
Key: Value, Key: Value, etc.
Go to Volunteerism > Users.
Click Export All Users.
Enter a recipient email, if different than the default.
Export is emailed as a .CSV. You can open this file with Excel or import it into Google Sheets.
Scroll to the AH column of the report to review Extra Data information.
