User Types on My Site

Created by Brittany Crow, Modified on Wed, Sep 4 at 9:23 AM by Brittany Crow

Main user types with access on my site

Your site has a few different types of users accessing it, including Site Managers, Agency Managers, and volunteers. Here's a brief overview of the different roles and their descriptions and abilities: 

Role
Description
Abilities
Site Manager

As the Site Manager, you're the one in full control of the entire site, including:

  • Site-wide branding
  • User information
  • Communication tools
  • Reports

You can: 

  • Establish the look and feel of your site through branding, logos, and site colors
  • Manage schedules
  • Create new Needs
  • Approve Agencies and Needs
  • Edit notification templates and send email blasts
  • Access canned reports
  • Add  Needs, qualifications, teams, User Groups, users, anmore
  • Work from the Site Manager panel
  • Export important data for reporting
  • Create benchmarks to celebrate your volunteers' achievements
Agency ManagersAgency Managers maintain their Agency's profile page, and post volunteer Needs and events. They can't make any changes to a site's branding or settings, but they can update information for their Agencies. Agency Managers can:
  • Post and manage volunteer Needs
  • Check volunteers in and out for Needs
  • Launch the Check-In Kiosk
  • Track their Agency's stats
  • Edit and maintain their Agency's profile page
  • Schedule volunteers for Needs

So you know: Agencies only have access to schedule and communicate with volunteers who have already responded to one of their Agency's Needs in the past. 

VolunteerWhile anyone can be a volunteer—including the Site Managers—this generally means any user who wants to volunteer on your site by responding to Needs and tracking their hoursVolunteers can: 
  • Search for volunteer Needs by date, location, skills, and more
  • Sign up for Needs individually or as a team
  • Receive system emails
  • View and download their volunteer resume 
  • Submit and track their volunteer hours


Other user types

Your site also has the option to assign a site supervisor and user group leader:

Role
Description
Abilities
Site SupervisorDo you have someone on your site your volunteers need to know about? You can assign a site supervisor! A site supervisor is someone who acts as a good point of contact for your volunteers
  • They are a point of contact for volunteers
  • Their name and email appear on the front end of the site
  • Their information also appears in the FEMA reports
User Group LeaderIf you create user groups on your site, then you can assign one of your volunteers to a specific user group as the leaderUser group leaders can: 
  • Add and remove User Group members
  • View total responses and hours attributed to the User Group
  • View User Group member names and email addresses


Note: A user group leader can perform the same edits to the user group as you can