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Center Site Managers: The Site Manager's Perspective

See the Center Site Manager perspective

Brittany Crow avatar
Written by Brittany Crow
Updated over 3 weeks ago

❖ Heads up! This article is only intended for Center Site Managers.

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

  • Understand the responsibilities of a Site Manager

  • Navigate the utility bar and side menu

  • Access and customize key site management tools

The Utility Bar

When you log in as a Site Manager, the utility bar appears at the top of the screen. Use it to manage site settings, access reports, and update your profile.

Button

Description

View Site

View your site as a volunteer. Click Manager to return.

Settings

Configure branding, approval processes, and other site settings.

Check-in Kiosk

Launch the Check-in Kiosk so volunteers can check in or out for an Opportunity.

*This is only available on sites with the latest check-in kiosk. If you do not see this button, you may have the legacy version of the kiosk.

Reports

Access performance data for your site, Agencies, Needs, users, and more.

Alerts

Stay informed about planned outages, maintenance, and holiday closures.

Profile

Click your profile image or initials to manage your profile or log out.

Help

Visit the Help Center for support and helpful resources.

View Site Utility Bar

When you click View Site, you are taken to the front end to view the site from a volunteer’s perspective. Utility bar options will update, and you can always click Manager to return.

Button

Description

Return to Our Website

This is only available when you have included a link to your website from your site settings. Settings > Main Settings > Site Information > Organization Website.

Manager

Click to return to the Site Manager dashboard.

Calendar

Review current and upcoming volunteer Needs.

VIP

Review or share your organization's impact with Volunteer Impact Pages.

*This is only available if you check No for Disable Volunteer Impact Page Button under Settings > Main Settings > Site Design.

Messages

Go to your inbox for important notifications about pending items and more!

The Side Menu Navigation

The side menu lets you manage Needs, Opportunities, email communications, and site content. Sections expand to reveal related tools:

Section

Description

Volunteerism

Manage Needs, volunteer Needs, volunteer hours, Qualifications, and more.

Communication

Use tools like email blasts, message stats, automated notifications, app messages, and texts (if enabled).

Content

Add and manage blog posts, Custom Pages, files, images, and Impact Pages (if enabled).

Modules

Access additional features, like Surveys, and other enabled modules (The Modules area is only available if additional modules are enabled).

The Dashboard

Your Site Manager dashboard can be customized to show key data at a glance when you log in. Depending on your setup, you may see tables and graphs displaying Agency performance, volunteer activity, and other important metrics.

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