VolunteerMatters Support

All the training and support you need to take full advantage of your volunteer management system.

It's the personal connection that make a difference.

Granting Organizer Access and Assigning to a Project

Follow

Adding the Organizer role to a Contact

The ability to grant administrative rights is available to administrators in the system.

To do so, log into your system with administrative access and then click on "Contacts" and then click on the detail link for the contact in question.

Contacts.jpg


Scroll down and on the right there will be a box labeled "Site Access". Click on the "Manager Site Access" button.



Then you can select the Organizer access level roles (default is volunteer) and then click on "Update Account".


Contacts_organizer.jpg

 

Adding Organizer to an existing Project

If a contact is an Organizer they can be assigned as administrators to a specific  project(s).

To assign an Organizer to a project, log into your system and then click on "Projects".

Contacts_organizer_2.jpg

On the project you wish to add an "Organizer", click the "Setup" button (Project_Setup_Image_Button.jpg).

Project_Setup_Image_1.jpg

You can also click the on the "Dashboard" button (dashboard.jpg) which will open the "Project Dashboard" page.  The Project Dashboard provides a high level view of project analytics and data for administrators and organizers.  Then on the "Project Dashboard" click the "Manage" drop-down button (Manage.jpg) and select "Setup".  Both will take you to the same place. 

Project_Setup_Image_2.jpg

Both methods above then will open up the "Project Setup" page. Then scroll down to the bottom right. There you will see the "Project Organizers" section. Click in the "Choose Project Organizers" section and then select the organizers desired.  NOTE: You can start to type in the field to filter the organizer results in the drop-down.

Contacts_organizer_3.jpg


Then click "Add Organizers".

Contacts_organizer_4.jpg


This will make that contact an organizer on the project the next time they log in.

 


Removing an Organizer from an existing Project

To Remove an Organizer from a Project they are assigned to you log into your system and then click on "Projects".

Contacts_organizer_2.jpg


On the project you wish to remove an "Organizer", click the "Setup" button (Project_Setup_Image_Button.jpg).

Project_Setup_Image_1.jpg

You can also click the on the "Dashboard" button (dashboard.jpg) which will open the "Project Dashboard" page.  The Project Dashboard provides a high level view of project analytics and data for administrators and organizers.  Then on the "Project Dashboard" click the "Manage" drop-down button (Manage.jpg) and select "Setup".  Both will take you to the same place. 

Project_Setup_Image_2.jpg

Both methods above then will open up the "Project Setup" page. Then scroll down to the bottom right. There you will see the "Project Organizers" section.  On the the Organizer you wish to remove, click the "Remove" button (Project_Remove_Image_Button.jpg).

Contacts_organizer_5.jpg

You will be prompted to confirm.  Simply click "Yes, remove" and you are done.


Contacts_organizer_6.jpg

Was this article helpful?
0 out of 0 found this helpful

Comments

Powered by Zendesk