When your account was created, one person was given full administrative (Site Admin) permissions. That person can then grant permission and assign roles to other volunteers. 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.
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, but no more than that. This gives you a level of security as well as simplifies for volunteers what they can and can't do in the account.
For more information about roles and permissions, see the chapters about roles and permissions (including a video) in the Getting Started with RescueGroups.org guide. That guide also includes this chapter, so you don't have to refer back to this guide.
If you are new to the world of technology, the concept of roles and permissions may be a little daunting to understand. If you need help in assigning roles, or in understanding the roles, please fill out a support ticket. We can help.
Where do I find it?
You can assign roles to the User Login Accounts of your volunteers by going to Contacts > User Login Accounts.
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.
Activities the volunteer can perform
Can view all of the following:
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|
Please also see the Animal Admin role, below.
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
Adds and modifies call information as well as emails the contact
Updates calls assigned to them, but not all calls
Administers email campaigns
Can create, void and run reports on certificates
Can create and print certificates
Can update animals, caretakers and journal information related to Colonies
Add and edit contacts
Volunteers who can update content on the website (this role is only pertinent to the Website Service)
Can add, and delete website files (this role is only pertinent to the Website Service)
Can view website files (this role is only pertinent to the Website Service)
|Email Services Admin|
Can manage Email Hosting services for your organization
Add, update, and delete events
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.
Can edit and delete guestbook entries posted by guests (this role is only pertinent to the Website Service)
Uploads or deletes images (this role is only pertinent to the Website Service)
Uploads images (this role is only pertinent to the Website Service)
Manages physical inventory and loaner equipment (this role is only pertinent to the Website Service)
Adds, updates, and deletes medical information or any other journal entry information
View journal entries
Look and Feel Admin
Manages the layout selection, logo, custom CSS and color selections for your Website Service
Add, update, and delete animal pictures and other media
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
Can add, delete, and reorder photo gallery pictures (this role is only pertinent to the Website Service)
Can add and delete memorials and upload pictures to memorials (this role is only pertinent to the Website Service)
Can create and run reports
Administers the organization's online store (this role is only pertinent to the Website Service)
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.
Can administer mailboxes and voicemail passwords
Can view all of the following:
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.