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 will 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. 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.
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 for your volunteers and staff
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 roles
- Go to Contacts > User Login Accounts in the menu.
- Find the user in the list and click on their username, 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!
Resetting a user's login account 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 username, this will take you to that user's details.
- Click Reset Password.
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