❖ Heads up! This article is intended for Center Site Managers.
You can add or remove Site Managers and change user roles from the Users area of your site. Only Site Managers can modify user roles.
User role types:
Site Manager: Full access to manage site settings, automation, and branding.
Agency Managers: Manages the Agencies they register on your site.
These are only added/removed from the Agencies area of the site
User: Non-manager roles, such as volunteers.
Not sure what your product type is? Check out our article What's My Product Type? to get started.
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.
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.
