❖ Heads up! This article is intended for Site Managers. Only Site Managers have this view.
As a Site Manager, you maintain the site and manage how it's set up for Agencies and their volunteers. Let's take a look at what the Site Manager perspective entails and where everything is for you to manage your site successfully! Here we cover:
The utility bar
The utility bar is located at the top of your screen once you log into your account. This is where you make changes to your site's settings, access your reporting, and update your profile as needed!
Button | Description |
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View Site | Click this to see what your site looks like from the volunteer perspective.
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Settings | This takes you to your site settings areas where you can establish:
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Reports | This opens up your reporting area where you can review how your site, Agencies, Agency Needs, users, and more are performing! Here you can filter and export reports for your records. |
Alerts | This opens up Domain Alerts where you can stay up to date on our planned outages for server maintenance and holiday closures. |
Profile | Click your profile image or initials to manage your profile or logout. |
Help | This takes you to the Help Center where you can find solutions and helpful resources like this article! |
The side menu navigation
The side menu navigation is where you manage your Agencies, send email blasts, and maintain the content on your site. There are different sections you can manage, including Volunteerism, Communication, etc. Click a section to open its dropdown menu:
Section | Description |
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Volunteerism | From here you can:
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Communication | This section houses your communication features, including:
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Content | Here is where you can add some customization to your site, including:
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Modules | Here is where you can find any additional modules you have enabled for your site. These might include:
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The dashboard
You can customize your Site Manager dashboard to quickly review your site's data when you log in. Depending on how you set up your dashboard, you can find tables and graphs with information about Agency performance, volunteer contributions, and more! Click here to learn about customizing your dashboard.