❖ Heads up! This article is intended for Center Site Managers.
By the end of this article, you will be able to:
Add or remove Site Managers
Assign or remove Agency Managers
Change user role types
Overview
Only Site Managers can add or remove managers and modify user roles on your site. User roles include:
Role | Description |
Site Manager | Full access to manage site settings, automation, and branding. |
Agency Manager | Manages the Agencies they are assigned to on your site. Agency Managers are only added or removed from the Agencies area. |
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.
