When your account was created, one person was given full administrative (Site Admin) permissions. That person can then grant permission to other volunteers.
For example, one of your volunteers may need to add new animals but does not need to add animal Journal entries or add new News items. You can give that user only the permissions he or she needs to do their job.
A role is a task a volunteer performs; permissions give them the capability to do the task and are connected to the role. Roles are assigned to a volunteer's User Login Account.
IMPORTANT
Depending on the service you are using, you may be able to make use of all or only some of the roles and permissions outlined in this chapter. If you are having trouble with any of this information, please fill out a support ticket so that we can help you.
Where do I find it?
You can assign roles to the User Login Accounts of your volunteers by going to Contacts > User Login Accounts.
On this page:
Related pages:
Available Organization Security Roles
The following security roles are available to assign to User Login Accounts. Find the description of the activities you want your volunteer to perform, and then assign the corresponding role.
All of your organization's helpers with the role of Volunteer, that is, anyone with a RescueGroups.org login who is assigned at least one volunteer-level role, is able to access some of your basic information about Contacts and Animals. See the Volunteer role information in the table below.
Role Name | Activities the volunteer can perform |
---|---|
Volunteer | Can view all of the following:
|
Accounting Admin | Manages invoices and payments online |
Adopter | Access their My Rescue page (Website Service only) and view any online forms they have submitted, animals they have sponsored, and favorite animals and breeds |
Animal Add | Please also see the Animal Admin role, below.
|
Animal Admin | Manages all facets of the organization's animals, including all of the activities for the Animal Add role, plus:
|
Animal Attendance Admin | Updates animal event attendance NOTE: This role is being remodeled. At this time, please also add the Animal Add role for your volunteer in order to completely manage event attendance. With both roles, this volunteer can:
|
Animal Foster Update | Can update their own foster animals as well as mark them deleted, but cannot add animals to the organization's account. |
Animal Network Admin | Can view any animals that are shared in the Animal Network |
Animal Picture User | Can upload pictures to the animal detail pages on the organization's website (this role is only pertinent to the Website Service). |
Board of Directors | Members of the Board of Directors |
Calls Admin | Adds and modifies call information as well as emails the contact |
Calls Operator | Updates calls assigned to them, but not all calls |
Campaign Admin | Administers email campaigns |
Certificates Admin | Can create, void and run reports on certificates |
Certificates User | Can create and print certificates |
Colony Admin | Can update animals, caretakers and journal information related to Colonies |
Contacts Add | Add contacts |
Contacts Admin | Add and edit contacts |
Content Admin | Volunteers who can update content on the website (this role is only pertinent to the Website Service) |
Doc Admin | Can add, and delete website files (this role is only pertinent to the Website Service) |
Document User | Can view website files (this role is only pertinent to the Website Service) |
Event Admin | Add, update, and delete events |
ExtsyncAdmin | The external synchronization admin can view, change, enable, and disable all animal exports. However, this role is only pertinent to the Website Service. Outside of the Website Service, the Animal Add role can view exports, but only the Site Admin can change, enable, or disable animal exports. |
Guestbook Admin | Can edit and delete guestbook entries posted by guests (this role is only pertinent to the Website Service) |
Image Admin | Uploads or deletes images (this role is only pertinent to the Website Service) |
Image User | Uploads images (this role is only pertinent to the Website Service) |
Inventory Admin | Manages physical inventory and loaner equipment (this role is only pertinent to the Website Service) |
Journal Admin | Adds, updates, and deletes medical information or any other journal entry information |
Journal User | View journal entries |
Look and Feel Admin | Manages the layout selection, logo, custom CSS and color selections for your Website Service |
Media Admin | Add, update, and delete animal pictures and other media |
News Admin | Add and delete news items (this role is only pertinent to the Website Service) |
Online Form Admin |
|
Online Form Manager |
|
Online Form Reviewer |
|
Online Form User |
|
Photogallery Admin | Can add, delete, and reorder photo gallery pictures (this role is only pertinent to the Website Service) |
Memorials Admin | Can add and delete memorials and upload pictures to memorials (this role is only pertinent to the Website Service) |
Reports | Can create and run reports |
Shop Admin | Administers the organization's online store (this role is only pertinent to the Website Service) |
Site Admin | Includes all permissions for all roles, and also includes permission to administer users, layout, custom pages, and can manage other RescueGroups.org services. The Site Admin is the only role which can view and edit the Animal Description Header & Footer and Enable and Add Microchips. |
Voicemail Admin | Can administer mailboxes and voicemail passwords |
Volunteer | Can view all of the following:
|
NOTE
When adding users to a security role, you may see the roles of Certificate Admin and Certificate User. These roles are in place for future expansion and have no use in the current features for your account.
You can see a report of everyone who has permissions on your Website account by going to Reports > Reports List and running the Users with Website Permissions report.
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