How to Add New Users as a Site Manager

Created by Brittany Crow, Modified on Wed, 12 Jul 2023 at 10:32 AM by Brittany Crow

Heads up! This article is intended for site managers. If you're an advanced program manager, click here. If you're a program facilitator looking for information about reviewing users in your Program, click here

You've finished setting up your site and started adding all of the details to get things rolling—like Programs and exciting Volunteer Opportunities, etc. Now, you need some volunteers on your site so they can start responding to those Opportunities! There are a few ways you can add new users to your site! Here we cover: 

How are users added to my site? 

New users can be added to your site in a few different ways: 

  • You can add them manually 
  • They can be imported 
  • Your advanced program managers can add them to their Programs
  • Volunteers can register themselves on your site 
  • Volunteers can join through invitation links

How to add users manually

One option is to add new users manually! This if best for use when adding a few new users, or just one new user at a time. 

1. Go to Volunteerism > Users

2. Click Add New User

3. Fill out the Add New User form. 

Best practice: We recommend checking the box beside Send the "Invitation to Complete Your Profile" email before you click Add User and Finish or continue adding new users. This is especially helpful if you have several required steps for the user to accomplish before they can start responding to or even viewing Opportunities on your site! 

4. When you're ready, click Add New User and Finish, or you can add more users by clicking Save and Add Another

So you know: You can set a password for the volunteer or check the box beside Don't set a password. If you create a password for your volunteer, be sure to let them know what that password is and recommend that they reset it when they complete their profile. 

Don't set a password 

If you opt to not set a password when adding new users, you can send them the Invitation to Complete Your Profile notification instead. This template includes the {{password_reset_link}} template key which is linked to the reset password form. When a new user clicks this link, they can go ahead and set up their password and log into their account from that notification. 

  • You can always remove this template key from the notification; however, we recommend leaving it in. 

So you know: You may have to accept the updated notification template before using it. Click here to learn more about updating notification templates. 

Where can I find join links? 

You can share Opportunity links, Program links, your site's link, or even Track links to invite volunteers to register on your site. 

  • You may want to send an Opportunity join link when the Opportunity is set to Private and only intended for specific volunteers. 

Can I restrict who can join on my site? 

If you want to restrict registration to certain domains that you specify, you can do that from the User Registration area of your main site settings. For example, if you only want users with emails to register, then you can specify it there. 

How to restrict registration to certain domains

1. Go to Settings > User Registration. 

2. Add the domains you want to restrict registration to under User Registration Options

So you know: You can specify as many domains as you want! Just be sure to separate each entry with a comma.