VolunteerMatters provides an easy to use list of the contact records with Administrative roles in your system via the Administrative Users page. It includes the following information/fields:
- Active - This shows if the the user's Site User Record is Active or not.
- Auth Type - If additional SAML authentication methods are in use in your VolunteerMatters system, the user's login method will be displayed here. It will typically be "VM", for VolunteerMatters. If it is a SAML authenticated login, it will display "SAML". This is only available as an add-on to Enterprise subscriptions. For more information please contact firstname.lastname@example.org.
- Roles - The Administrative Access roles the user has assigned.
- Created - The date this user was created in your VolunteerMatters system.
- Status - The contact's status in your VolunteerMatters system.
- Contact Segment - If Contact Segmentation is in use in your VolunteerMatters system, this will display this user's assigned segment. This add-on is only available within Enterprise subscriptions. For more information please contact email@example.com.
- Branch Restriction - If Branch Restriction is in use in your VolunteerMatters system, this will display this user's selected branch restriction. This add-on is only available within Enterprise subscriptions. For more information please contact firstname.lastname@example.org.
- Last Login - The date this user last logged into your VolunteerMatters system. If it states "Invalid date", that means the user has not logged back into the system since their account's initial creation.
Accessing and Utilizing the Security Administration Page
To access the dashboard, log into VolunteerMatters with Security Administrator access, click on "Security" in the left-hand side menu and then select "Administrators".
This opens the "Administrative Users" page. Displayed onscreen is a tabular list of all current Administrative Users in the system.
It displays fields listed above and you can sort the list based on any on-screen column headers. You can either toggle the + sign to expand the information for each user. Or increase the browser width to see some more fields on-screen in column headers if possible.
- The Security Administrator can then filter the results via:
- User Has Any Role - Include users that have any of the selected roles.
- User Has Each Role - Include users that have all of the selected roles.
- Authentication Type - VM or SAML
- Contact Segments - If selected, restrict to selected segments
They can also use the search box to further filter the onscreen results by matching any of the information on each administrative user. Including contact names, contact status, etc..
- The Security Administrator can either export this information or click-through the Administrator's name or click the "Edit" button () to access the Contact's Site User Record to make any changes needed. Whether to the modify the Administrative access for the user, or the Contact Segments assigned to the user.