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Adding or removing roles

For 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.

Here is a video explaining the process of adding and removing roles:

Widget Connector
urlhttp://youtube.com/watch?v=SdtyKK3CFRE

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.

Remember:

  • 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 within the organization.

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Nocontact
Nocontact

 

How to Add or Remove Roles Granting Access to Volunteers or Staff

 

If the contact does not already exist

Panel

If the contact does not already exist,

go

you must register them:

  1. Go to Contacts > User Login Accounts
Click on
  1. and click Register a User.

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  2. Fill in the required information.
Note
  1. NOTE: You can pick any username for them and they can change their username after they
login
  1. log in.

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  2. Select Volunteer for the registration type.
  3. Click Register User. 
  1. 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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Ifcontact
Ifcontact
If the contact exists

Panel

If the contact exists, or you create the contact first.  Search your contacts to see if the person is listed as a contact:

  1. Go to the Contacts > Contacts List
in
  1. on the menu.

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  2. Find the contact in your list of contacts
,
  1. by clicking one of the Search icons.

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Then click
  1. Click the contact's name to view the Contact's page.

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  2. At the top of that contact's page, click User Login Accounts to go to the next screen.  (
note
  1. NOTE: most people will either have a 0 or 1 next to this)

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Clicking
  1. Click User Login Accounts
will
  1. to take you to the user login data table for this contact. (see below)
  1. . 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. To do this:

  1. Click the Add a User Login Account for this Contact.

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  2. On the user registration page, verify that the contact information is correct. 
  3. Fill in the required information.
Note
  1. NOTE: You can pick any username for them and they can change their username after they
login
  1. log in.
  2. Select Volunteer for the registration type.
  3. Click Register User. 
  4. They will receive an email with the username you designated for them and a temporary password.

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Next, you'll add Roles to grant them specific permissions to your service.

Adding

Roles to Grant Access to your Service

roles for your volunteers and staff

To Here is how to add the appropriate access to your RescueGroups.org Services.roles for your volunteers and staff:

Panel
  1. Go to Contacts > User Login Accounts in the menu.

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  2. Find and
Click
  1. click the username for the user you would like to grant access to.

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  2. Click
on
  1. the User Name.

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  2. Cick
on
  1. Roles. If the user has no roles it will show Roles (0)

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  2. Click
on
  1. Grant a Role to this user to add permissions.

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Removing a Role to Remove Access

See the About roles, security, and permissions section of this guide for an explanation of all the possible roles.

Removing roles

Panel
  1. Go to Contacts > User Login Accounts in the menu.
  2. Find the user in the list and click on their user name, this will take you to that their username to see the user's details.
  3. At the top of the user view page, click the Roles link.
  4. 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.
Warning

Be careful to you do not remove your own permissions!

Reset

Resetting a

User Login Account

user's

Password

login account password

Follow these instructions to reset a user's login account passwordTo reset the password for an account, do the following.   A new password will be emailed to the email address on the Login Account.

Panel
  1. Go to Contacts > User Login Accounts on the menu.
  2. Find the user in the list and click on their user nameusername, this will take you to that user's details.
  3. Click Reset Password.

 

  1. .

Deleting a user login account

Follow these instructions to delete a user's login account.

  1. Go to Contacts > User Login Accounts.
  2. Scroll to the User Login you would like to delete. Note that this is different from the Contact name.

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  3. Click the User Name for the contact you want to delete. A screen opens with the contact's user login information.
  4. Click the Delete button at the lower left.
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