Where do I find it?
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.
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.
If the contact does not already exist
- If the contact does not already exist, go to Contacts > User Login Accounts
- Click on Register a User
- 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.
- 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 exists
If the contact exists, or you create the contact first.
- Go to the Contacts > Contacts List in the menu.
- Find the contact in your list of contacts, by clicking one of the Search icons.
- Then click the contact's name to view the Contact's page.
- 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)
- 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.
- 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
- 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.
Next, you'll add Roles to grant them specific permissions to your service.
Adding Roles to Grant Access to your Service
Here is how to add the appropriate access to your RescueGroups.org Services.
- Go to Contacts > User Login Accounts in the menu.
- Find and Click the username for the user you would like to grant access to.
- Click on the User Name
- Cick on Roles. If the user has no roles it will show Roles (0)
- Click on Grant a Role to this user to add permissions.
- 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
- Go to Contacts > User Login Accounts in the menu.
- Find the user in the list and click on their user name, this will take you to that 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 at the top left corner of the roles data table.
Be careful to not remove your own permissions!
Reset a User Login Account's Password
To reset the password for an account, do the following. A new password will be emailed to the email address on the Login Account.
- 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.
Related Pages
Overview
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