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Add a staff user

Create a role

Update a staff role and groups

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:

If a staff member is unable to sign in using the details in the welcome email, either they are typing the email or password incorrectly, we recommend copy and pasting instead of typing. Alternatively, the user can use the forgot password option. Please send them this link: https://manage.volunteero.org/auth/sign-in

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 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 that 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.

You finally need to then 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 this 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.

If you require any further assistance, please use the support chat to ask a question to our friendly support team. We will be happy to help!