❖ Heads up! This article is intended for Site Managers. If you're an Agency Manager looking for information about managing your Agencies, click here.
Agency Managers can add and remove Agency Managers for their Agencies. They can also edit who the primary Agency Manager is for their Agency. However, as a Site Manager, you may be asked to assist an Agency Manager in assigning a new one—or maybe you'll be tasked with adding one for an Agency when a manager leaves. Whatever the case may be, you can always add or remove Agency Managers, as well as assign new primary managers as necessary! This can all be done from the Agencies area of your site. Here we cover:
How to manage Agency Managers
As a Site Manager, you can add or remove Agency Managers. You can also assign a new primary Agency Manager as necessary.
How to add an Agency Manager
1. Go to Volunteerism > Agencies.
2. Select the Agency Name you want to edit the managers for.
3. Under the Agency Managers section, begin typing the name or email of the user you want to add as an Agency Manager.
- Remember, they must have a registered account on the site to be added as an Agency Manager.
- If the user has a registered account on the site, then their name appears in a dropdown for you to select from.
4. Click the name of the individual from the dropdown to add them as an Agency Manager.
✏️ Quick tip: You can always tell who your primary Agency Manager is by the filled-in white star by their name.
How to remove an Agency Manager
1. Go to Volunteerism > Agencies.
2. Select the Agency Name you want to edit the managers for.
3. Under the Agency Managers section, click the (X) by their name to remove them.
- A popup appears asking you to confirm your selection.
- This just removes their Agency Manager status—it doesn't remove their user account.
ⓘ So you know: The (X) only appears when there is more than one Agency Manager listed and only if the Agency Manager you wish to remove isn't currently set as the primary manager.
- If the one you want to remove is the primary manager, be sure to add another Agency Manager and assign them as the primary first.
How to assign a primary Agency Manager
1. Go to Volunteerism > Agencies.
2. Select the Agency Name you want to edit the managers for.
3. Under the Agency Managers section, click the star icon by the name of the Agency Manager you wish to set as the primary.
- A popup appears asking you to confirm your selection.
ⓘ So you know: If you only have one Agency Manager listed, then they're already the primary manager by default for that Agency.
- A primary Agency Manager has a filled-in white star by their name.
- A secondary Agency Manager has an empty star and (X) by their name.
- You must first add a new Agency Manager and set them as the primary.
How to assume an Agency Manager's role
You may need to assume a user's role to see what they're seeing on their end of the site. You might use this if:
- An Agency Manager is having trouble posting Needs.
- A user is having issues accessing their account.
- A user has requested to have their account information anonymized during deactivation.
- An Agency Manager has asked for help with their account or reported an error that you aren't seeing from the Site Manager's perspective.
These are only a few examples of why you may need to assume a user's role. Once you've assumed their role, you are in full control of their account as if signed into their account. Be sure to let the user know of any changes you made that might impact their ability to access or use their account in the future.
- You can assume their role from either the Agencies or Users areas.
1. If you go to the Users area, just click the Assume the Identity of this User button under the Options column from the Manage Users page.
- Or, you can click the user's name and then click Assume User from the Edit User page.
2. If you went to the Agencies area:
- Click the Agency Name from the table on the Manage Agencies page.
- Either click Assume Primary Mgr or Assume User buttons.
ⓘ So you know: Once you assume the user's identity, you're seeing the site through their perspective.
- You're also logged out of your account while assuming another user's role.
- Be sure to log out and log back in to reassume your role.