When you reset the password for a user, a new password is emailed to the email address on the user's User Login Account.
To reset the password:
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You can find the User Login Accounts page by going to Contacts > User Login Accounts. |
How to Add or Remove Roles Granting Access to Volunteers or Staff
- If you have a new volunteer or staff member you might want to give them access to your RescueGroups.org service.
- You can add specific roles to limit their access.
- You can also remove their access.
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For security purposes it is recommended you do not give out your personal user login. Instead, create a userlogin for each volunteer/staff member so you can add and remove permissions as needed. |
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| title | Click here for information on permissions |
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The following actions are available for User Login Accounts with the specified service and user roles: Action | Description | Services | User Roles | View | Able to view User Login Account information | All | Contacts Add | Add | Able to add a User Login Account for a contact | All | Contacts Admin | Edit | Able to edit the properties of a User Login Account | All | Contacts Admin | Manage Permissions | Able to add and remove permissions from User Login Accounts. | All | Site Admin only |
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If the contact does not already exist
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- If the contact does not already exist, go to Contacts > User Login Accounts
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- Fill in the required information. Note: You can pick any username for them and they can change their username after they login.
- 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.
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- Registering the user will also create a contact for them.
- Next, you'll add Roles to grant them specific permissions to your service.
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If the contact exists
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If the contact exists, or you create the contact first. - Go to the Contacts > Contacts List in the menu.
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- Find the contact in your list of contacts, by clicking one of the Search icons.
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- Then click the contact's name to view the Contact's page.
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- At the top of that contact's page, click User Login Accounts to go to the next screen. (note: most people will either have a 0 or 1 next to this)
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- Clicking User Login Accounts will take you to the user login data table for this contact. (see below)
- You will be able to see if they have a user login. If not, you can create one for them.
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- If they do not already have a user login, you can create one for them so that you can then assign roles and grant them access to your service.
- Click the Add a User Login Account for this Contact
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- On the user registration page, verify that the contact information is correct.
- Fill in the required information. Note: You can pick any username for them and they can change their username after they login.
- 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.
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Adding Roles to Grant Access to your Service
Here is how to add the appropriate access to your RescueGroups.org Services.
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- Go to Contacts > User Login Accounts
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- Find and Click the username for the user you would like to grant access to.
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- the
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- Click on Grant a Role to this user to add permissions.
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- Here is a list of all roles that can be assigned to a user. You may need to assign a combo of roles to the user.
- Roles - Security and Permissions
Removing a Role to Remove Access
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- menu.
- Find
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- theuser inthe list and click on
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Be careful to not remove your own permissions! |
Reset a User Login Account's Password
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- theiruser name, this will take you to that user's details.
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- Click Reset Password. A new password
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- is emailed to the
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- Go to Contacts > User Login Accounts on the menu.
- Find the user in the list and click on their user name, this will take you to that user's details.
- Click Reset Password.
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Related Pages
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- user. Once the user logs in using the new password, the user can change the password.
