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Available Organization Security Roles

The following security roles are available to assign to User Login Accounts. Find the description of the activities you want your volunteer to perform, and then assign the corresponding role.

Note

All of your organization's helpers with the role of Volunteer, that is, anyone with a RescueGroups.org login who is assigned at least one volunteer-level role, is able to access some of your basic information about Contacts and Animals. See the Volunteer role information in the table below.


Role Name

Activities the volunteer can perform

Volunteer 
(** Recommended for all volunteers)

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

Accounting Admin

Can manage

Manages invoices and payments online

AdopterAccess their My Rescue page (Website Service only) and view any online forms they have submitted, animals they have sponsored, and favorite animals and breeds

Animal Add

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
  • View animal history
    • Create adoption contract PDF
    View a contact's adoption history
    • Can access the Pet Adoption Kiosk feature

    Animal Admin

    Can manage

    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 

    Animal Attendance Admin

    Update Animal Event Attendance

    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

    Animal Foster Update

    Can update their own foster animals as well as

    delete

    mark them

    from the organization

    deleted, but cannot add animals to the organization's account.

    Animal
    Picture UserUpload Animal Pictures
    Network AdminCan view any animals that are shared in the Animal Network

    Animal Picture User

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

    Board of Directors

    Members of the Board of Directors

    Calls Admin

    Can add

    Adds and

    modify

    modifies call information as well as

    email

    emails the

    contact

    contact 

    Calls Operator

    Can update

    Updates calls assigned to them, but not all calls 

    Campaign Admin

    Administer Campaigns

    Administers email campaigns

    Certificates Admin

    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.

    Certificates User

    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.

    Colony Admin

    Can update animals, caretakers and journal information related to Colonies

    Colony User

    Can update colony journal entries

    Contacts Add

    Add contacts
    Can assign a contact to a Contacts Group

    Contacts Admin

    Add

    and Edit

    and edit contacts
    Can add and edit custom Contacts Groups
    Can remove a contact from a Contacts Group
    Can merge Contacts

    Content Admin

    Volunteers who can update content on the website (this role is only pertinent to the Website Service)

    Doc Admin

    Upload

    Can add,

    Edit and Delete Files

    and delete website files (this role is only pertinent to the Website Service)
    Does not pertain to animal files

    Document User

    Upload Files

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

    Event Admin

    Add,

    Update and Delete Events

    Extsync Admin

    External Synchronization Admin

    update, and delete events

    ExtsyncAdmin

    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. 

    Guestbook Admin

    Edit and Delete Guestbook postings

    Can edit and delete guestbook entries posted by guests (this role is only pertinent to the Website Service)

    Image Admin

    Upload and Delete Images

    Uploads or deletes images (this role is only pertinent to the Website Service)

    Image User

    Upload Images

    Uploads images (this role is only pertinent to the Website Service)

    Inventory Admin

    Manages physical inventory and loaner equipment (this role is only pertinent to the Website Service)

    Journal Admin

    Add

    Adds, updates,

    Update and Delete Medical Information

    and deletes medical information or any other journal entry information

    Journal User

    View

    Journal Entries

    journal entries

    Look and Feel Admin

    Manages the layout selection, logo, custom CSS and color selections for your

    website service.

    Website Service

    Media Admin

    Add,

    Update and Delete Animal Pictures

    update, and delete animal pictures and other media

    News Admin

    Add and

    Delete News Items

    delete news items (this role is only pertinent to the Website Service)

    Online Form Admin

    Online Form Administrators can setup and configure Online Forms. Can view and comment on submitted online forms, can edit steps for a submitted form and change submitted forms' statuses.  Can complete a form for someone else.

    • 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

    Online Form Manager

    • 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

    Online Form Reviewer

    • 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

    Online Form User

    • 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

    Photogallery Admin

    Can add, delete, and reorder photo gallery pictures (this role is only pertinent to the Website Service)

    Memorials Admin
    (Rainbow Bridge)

    Can add and delete memorials and upload pictures to memorials (this role is only pertinent to the Website Service)

    Reports

    Can create and run reports

    Shop Admin

    Administers the organization's online store (this role is only pertinent to the Website Service)

    Site Admin

    Includes all permissions for all roles, and also includes permission

    Online Form Manager

    Can view and comment on submitted online forms, can edit steps for a submitted form and change submitted forms' statuses.  Can complete a form for someone else.

    Online Form User

    Can view and comment on submitted online forms, can edit steps for a submitted form and change submitted forms' statuses.  Can complete a form for someone else.

    Online Form Reviewer

    Can view and comment on submitted online forms, can edit steps for a submitted form and change submitted forms' statuses.

    Photogallery Admin

    Add, Edit, Delete and Reorder photogallery pictures

    Memorials Admin
    (Rainbowbridge)

    Add and Delete Memorials, Upload pictures

    Reports

    Create Reports

    Shop Admin

    Online Store Administrators

    Site Admin

    Includes all permissions in addition

    to administer users, layout, custom pages, and can manage other RescueGroups.org

    Services

    services.

    Info

    The Site Admin is the only role which can view and edit the Animal Description Header & Footer and Enable and Add Microchips.

    Voicemail Admin

    Can administer mailboxes and voicemail passwords

    Volunteer

    Can view all of the following:

    • All animal information
    (all statuses), view private animal locations, view private animal files, view contacts, view animal foster information, view and print a kennel card, view colonies, view adoptions, view volunteers only page, view adopters only page
    • 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
    Note
    titleNOTE

    When adding users to a security role, you may see the roles of Certificate Admin and Certificate User. These roles are in place for future expansion and have no use in the current features for your account.

    Info

    You can see a report of everyone who has a permission permissions on your Website account by going to Reports > Reports List and running the Users with Website Permissions report.