❖ Heads up! This article is intended for Site Managers. Only Site Managers can change a user's role from user to Site Manager. Agency Managers can add and remove Agency Managers for their Agencies.
There are three different user types on your site—you, the Site Manager, Agency Managers, and volunteers. If you need to assign another Site Manager, or if an Agency needs you to update their Agency Managers, you can at any time! Here we cover:
How to change a user's role
To change a user's role:
1. Go to Volunteerism > Users.
2. Select a user's name in the table or click on the pencil under the Options column for the user you wish to edit.
3. On the Edit User page, scroll to User Type under Basic Information and select the role you want to assign to them from the dropdown.
4. Be sure to click Update Basic Information to save your changes!
- In this example, we changed the volunteer from a User to a Site Manager.
- For more information about different user role types on your site, click here.
How to make a user a Site Manager
Site Managers have complete access to the site and can make major changes to the site's settings, etc. To change a user's role to Site Manager:
1. Go to Volunteerism > Users.
2. Select the user from the table.
3. Under Basic Information, use the User Type dropdown to select Site Manager.
4. A popup appears asking you to confirm your selection. Click Okay to continue.
5. Scroll down and click Update Basic Information to save your changes.
ⓘ So you know: You can update the Default Manager Account for the site. The Default Manager Account lets us know who the main point of contact is for the site. Click here for more information.
How to make a user an Agency Manager
When Agencies register on your site, they already establish their Agency Manager during registration. However, you may be asked to assign a new Agency Manager if the need should arise. You can do this from the Agency's profile or user's profile.
Adding an Agency Manager from the Agency profile
1. Go to Volunteerism > Agencies.
2. Select the Agency Name.
3. Under Agency Managers, enter the name or email of the new Agency Manager.
4. Click the star beside their name to set them as the primary Agency Manager.
- A popup appears asking you to confirm your selections.
ⓘ So you know: Now you can either keep the other Agency Managers as secondary Agency Managers or you can remove them by clicking the (X) by their name.
Adding an Agency Manager from the user profile
1. Go to Volunteerism > Users.
2. Select the User.
3. Click Agencies.
4. Under Agencies Managed, use the Select Agency dropdown to select the Agency you want to add as a manager.
5. Click Add.
- Now you can go back to the Agency's profile and make them the primary manager by clicking the star by their name.
- You can also remove them as an Agency Manager from the Agencies Managed area of their profile at any time by clicking Remove as Agency Manager.