Organisations have the ability to customise their staff user roles within their Volunteero accounts. We want to make sure that you’re all aware of the recommended best practice when it comes to staff user access.
So, what is a staff user?
A staff user on Volunteero is anyone who has been granted access to the management side of Volunteero.
When your account is first created, each organisation has one staff user role.
This role is called ‘System administrator’ and is essentially an ‘Access all areas’ role, which allows for full admin-level permissions, including creation and, importantly, deletion of information on Volunteero.
Do all of your staff need this level of access?
For many, the answer will be no.
And we’d advise the same, if you have too many users with full admin permissions, you run the risk of staff users being able to cause issues on your account, including:
Adding lots of new groups
Duplicating resources such as mission templates or tags
Deleting information
The consequences of deleting information
If a user has the ability to delete something on Volunteero, and they do (whether accidentally or otherwise), that data is lost permanently.
And whilst the system does give users a warning of the consequences of deleting and requires manual approval by a staff user to do so, accidental deletion can still happen.
For example, deleting a client datapoint can result in the permanent deletion of all related data, including:
The full client profile
Ongoing and active missions
Any shifts on missions
All volunteer reports and activities
Staff User Roles
Organisations can customise about bespoke staff user roles in their system settings to ensure that all staff users have relevant access and permissions.
Block access | Can’t view, see, or use the feature at all |
Viewer | Can view features and in some instances, use them; however, can’t create, update or delete |
Editor | Can create, update and view content, but can’t delete |
Admin | Has full access, including deletion |
Our recommendation is to customise a staff user role within your Volunteero account.
Make use of the above permission levels within a customised role to ensure that your staff users have the appropriate level of access and permissions within Volunteero. If you’d benefit from any support or advice around customising your user roles in Volunteero then please don’t hesitate to reach out to our team on - support@volunteero.org
Read our step-by-step guide on user roles for full instructions here.
Example: If you have a staff user who you need to have full access to all the features on Volunteero but you would like to prevent accidenital deletion then you can customise a user role which has ‘editor’ level for each section. Example pictured below.
As always, if you require any further assistance with this, please use the support button in your Staff Dashboard or email us at support@volunteero.org. Our team will be happy to help!😊