Adding or removing rolesFor your volunteers and staff to perform their duties, you, as the site administrator, must attach roles to their user login account. In general, you simply access the person's user login account and add a role that you'll select from a drop-down menu. However, your new volunteer or staff member may not be listed as a contact, and only contacts can be assigned a user login account. See the instructions below If the contact does not already exist for how to register someone who is not already a contact. If they are already listed as a contact, follow the instructions in the section, If a contact exists. - A user must be listed as a contact. If they are not, you will have to register them as a contact.
- Once they have a user login account, you can add roles to give them the security permissions they need to perform their duties with within the organization.
If the contact does not already exist Panel |
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If the contact does not already exist, you must register them: - Go to Contacts > User Login Accounts and click Register a User.
- Fill in the required information. NOTE: You can pick any username for them and they can change their username after they log in.
- Select Volunteer for the registration type.
- Click Register User. They will receive an email with the username you designated for them and a temporary password.
Registering the user will also create a contact for them. Next, you'll add Roles to grant them specific permissions to your service. | If the contact existsAdding roles for your volunteers and staffTo add the appropriate roles for your volunteers and staff: Removing roles Panel |
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- Go to Contacts > User Login Accounts in the menu.
- Find the user in the list and click their username to see the user's details.
- At the top of the user view page, click the Roles link.
- Remove all roles for the user by checking the appropriate boxes for the roles, then selecting Remove from the Actions drop-down list at the top left corner of the roles data table.
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Warning |
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Be careful to not remove your own permissions! |
Resetting a user's login account passwordFollow these instructions to reset a user's login account password. A new password will be emailed to the email address on the Login Account. Panel |
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- Go to Contacts > User Login Accounts on the menu.
- Find the user in the list and click on their username, this will take you to that user's details.
- Click Reset Password.
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Deleting a user login accountFollow these instructions to delete a user's login account. - Go to Contacts > User Login Accounts.
- Scroll to the User Login you would like to delete. Note that this is different from the Contact name.
- Click the User Name for the contact you want to delete. A screen opens with the contact's user login information.
- Click the Delete button at the lower left.
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