Your RescueGroups.org account offers you the ability to manage information about the contacts in your organization.  Who are contacts?
  • Donors
  • Corporate sponsors
  • Supporters
  • Adopters
  • Fosters
  • Volunteers

Where do I find it?

You can find the Contacts pull-down menu from the main page in your account.

To manage the contacts for your organization, your volunteer needs both the roles of Contacts Add and Contacts Admin. For more information about roles and the permissions attached to them, see the section of the Getting started with RescueGroups.org guide, About roles and permissions.


The following actions are available for Contacts with the specified service and user roles:

Action

Description

Services

User Roles

View

View all contacts

Data Management
Pet Adoption Portal
Web Site

Contacts Add
Contacts Admin

Add

Add a new contact

Data Management
Pet Adoption Portal
Web Site

Contacts Add
Contacts Admin

Edit

Edit existing contacts

Data Management
Pet Adoption Portal
Web Site

Contacts Add
Contacts Admin

Inactivate

Change a contact to inactive

Data Management
Web Site

Contacts Admin

Register

Create a User Account for a contact and send them a password

Data Management
Pet Adoption Portal
Web Site

Contacts Admin

Merge

Merge two or more contacts

Data Management
Pet Adoption Portal
Web Site

Contacts Admin

Reports

Able to run reports on Contacts

Data Management
Pet Adoption Portal
Web Site

Contacts Admin
Reports

Manage Settings

Able to change the settings related to Contacts

Data Management
Pet Adoption Portal
Web Site

Site Admin only

For your contacts to become volunteers, with access to functions and features of your account, you'll use the User Login Accounts function to assign them roles. The roles have permissions attached, permissions which allow the volunteer to do the task assigned. For information about User Login Accounts, see the section, About user login accounts in this guide.

In this section, you will learn to add an delete contacts, and to change the level of access they have to the information about your organization.




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