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Add a staff user
To add a staff user to the platform, you need to have a role with the correct permission levels. If you are unable to do so, we recommend speaking to your system administrator.
To add a new staff user, open the "Settings" page on the left-hand side of the Staff Dashboard. Open the "Users" section and press "Add user". You then need to add their name, email, and role. To learn more about roles, see the next section in this article.
Once you add a new staff user, they will receive a welcome email with their sign-in details. If they have not received an email, we recommend the following:
Check that the email you have used is correct
Ask the user to check their junk email
If you're having trouble signing in with the details from your welcome email, it could be a simple typo in your email or password. Try copying and pasting them instead of typing - it’s a quick way to avoid any slip-ups. Alternatively, the user can use the forgot password option. Please send them this link: https://manage.volunteero.org/auth/sign-in
Create a role
To create a role, open the "Settings" page on the left-hand side of the Staff Dashboard. Open the "Roles" section and press "Add role". You then need to decide on the best name for that role.
Note that if you have 3 staff members who are all "Befriending Coordinators", but each manages different regions or separate befriending programs, you will still just need the one role. You can update their group restrictions at the user level.
Then, you can go through and decide what level of permission they should have for each of the various features in the platform. If you click on the drop-down list, you are given more information on that particular role.
Please note: you should always have at least one system administrator; otherwise, you may find yourself in a situation where no one is able to make the changes needed to groups, roles, templates, etc.
Update a staff role and groups
Finally, you need to assign staff members with the relevant role and group. To do this, go to the "Settings" page on the left-hand side of the Staff Dashboard. Open the "Users" section, then select the correct role for that user and the groups they should be able to oversee. You can select multiple groups and can edit them at any time.
For example, if a user needs to cover another group due to other users being on holiday, you can go into the user section and add other groups.
Delete a staff user
Click the 'bin' icon against the staff user profile you want to remove. If their profile has a few groups access on it, then you may need to scroll along to find this icon
Video Tutorial
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!