Activities the volunteer can perform

Can view all of the following:

• All animal information listed on the animal's record, including that for deceased or adopted animals
• Animal locations marked as private
• (Website Service only) All animal files, including those marked as private, only when logged into your organization's website. Please note, without the website service, or to access animal files when not logged into the organization's website, a volunteer must also have the role of Animal Add.
• Contacts
• Animal foster information
• All colonies
• All adoptions
• Volunteers-only pages
• Adopters-only pages
• Can view and print kennel cards

Manages invoices and payments online

Please also see the Animal Admin role, below.

• Add, edit, and delete animal entries
• Add and edit animal templates
• Add, update, and delete animal media
• Upload, view, and print animal files
• Add animal relationships
• Add an adoption for an animal
• Manage meet requests for the animals
• Manage Rainbow Bridge entries

• Manage custom special lists
• Create adoption contract PDF
• Can access the Pet Adoption Kiosk feature

Manages all facets of the organization's animals, including all of the activities for the Animal Add role, plus:

• Configure animal options
• View animal history
• Set fields to "required"
• Enable and disable fields
• Update multiple animals (mass update of animals)
• Delete animal files
• Manage animal sponsorships
• Can create and manage Pet Adoption Toolkits 

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:

• View animal attendance
• Add, edit, and delete animal attendance information

Can update their own foster animals as well as mark them deleted, but cannot add animals to the organization's account.

Can upload pictures to the animal detail pages on the organization's website (this role is only pertinent to the Website Service).

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
NOTE:This role is in place for future expansion and has no use in the current features for your account.

Can create and print certificates
NOTE: This role is in place for future expansion and has no use in the current features for your account.

Can update animals, caretakers and journal information related to Colonies

Add contacts
Can assign a contact to a Contacts Group

Add and

edit contacts
Can add and edit custom Contacts Groups
Can remove a contact from a Contacts Group
Can merge 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)
Does not pertain to animal files

Can view website files (this role is only pertinent to the Website Service)

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

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)

• Sets up and configures online forms
• Manages online forms questions
• Manages steps for a submitted form
• Can view all submitted forms
• Can view all comments on submitted forms
• Can comment on submitted forms
• Can assign a submitted form
• Can change submitted form status
• Can contact applicant through form
• Can complete a form for a contact
• Can create, edit and run Online Forms reports with the Website Service
• Can share blank PDF of online forms
• Can edit submitted form answers

• Can view

• all submitted forms
• Can view all comments on submitted forms
• Can comment on submitted

• forms
• Can assign a submitted form

• Can change submitted form status
• Can contact applicant through form
• Can complete a form for

• a contact
• Can change Pass/Fail status of step
• Can run reports with the Website Service

• Can view all submitted forms
• Can view

• all comments on submitted forms
• Can comment on submitted

• forms
• Can assign a submitted form

• Can change submitted

• form status
• Can contact applicant through the form
• Can run reports with the Website Service

• Can view all submitted forms
• Can view all comments on submitted forms
• Can comment on submitted forms
• Can assign a submitted form
• Can change submitted form status
• Can contact applicant through the form
• Can complete a form for a contact
• Can change Pass/Fail status of step
• Can run reports with the Website Service

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)

Can administer mailboxes and voicemail passwords

Can view all of the following:

• All animal information

• listed on the animal's record, including that for deceased or adopted animals
• Animal locations marked as private
• (Website Service only) All animal files, including those marked as private, only when logged into your organization's website. Please note, without the website service, or to access animal files when not logged into the organization's website, a volunteer must also have the role of Animal Add.
• Contacts
• Animal foster information
• All colonies
• All adoptions
• Volunteers-only pages
• Adopters-only pages
• Can view and print kennel cards