How to Make a Volunteer a Portal User

If an individual already exists in your organization as a volunteer, you can easily convert them to a user.
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Head to Contacts > Management and search for the individual you want to make a user.

Check the box next to their name and refer to the bottom action bar. Select Make > Active User.

You'll be asked to confirm that you want to change the status of this individual. Once you confirm, a notification will appear at the bottom left to verify that the change was successful.
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Should you want to convert a user to be only a volunteer, simply select 'Inactive User'.
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Remember that users require permissions to be able to view the i360 Portal. Please review our guide on permissions to ensure the user is fully set-up after being made a user.
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