❖ Heads up! This article is intended for Site Managers. If you're an Advanced Program Manager, click here. If you're a Program Facilitator, click here.

Volunteers can, and are encouraged to, update and manage their accounts on your site. But you might be asked to help with their accounts sometimes. You can always access a volunteer's profile from the Users area of your dashboard. From there you can: 

• Update their basic information, like status, name, or user role type
• Review registration question responses or private comments
• Update a lost or forgotten password 
  • Just remember, volunteers can also request a password reset from the login screen! 
• Update communication preferences, availability, etc.
• Deactivate and anonymize the volunteer's account and more!

Here we cover: 

• How to edit a user's profile 
  • How to view registration question responses
  • How to update a volunteer's password
  • What else can I do in the Users area
  • What can I do from the Edit User's area? 
  • How do I deactivate a volunteer's account?

How to edit a user's profile 

To get started: 

1. Go to Volunteerism > Users from your dashboard. 

2. Select the volunteer you want to edit. 

3. Click an Update button to save your changes. 

How to view registration question responses

You can review volunteer responses to registration questions from the Edit User page. Answers to standard and custom registration questions are located under Basic Information. You have a few options for filtering these questions: 

• Show All Questions Assigned to a Track: Select this option to see all questions assigned to Tracks
• Individual Tracks: Select the specific Track to see its questions and responses
• Show All Available Questions: Select this option to see all questions for all Tracks, even those the user isn't assigned to, plus the registration questions not assigned to Tracks

How to update a volunteer's password

Volunteers can request a password reset from the login screen; however, you can also update their password when applicable! 

1. Go to Volunteerism > Users. 

2. Select the User. 

3. Under Basic Info, you'll see Change Password. 

• Hover over the question mark to see password requirements:

4. Click Update Password when you're done.  

 ✏️ Quick tips:

• Be sure to share the password with the volunteer if you change it this way. 
  • We also recommend that they change their password after signing back in.
• Need to reset passwords for multiple users? You can do a bulk reset for passwords with the User Filter! Click here for more information.
• Did a volunteer forget their password but want to request a reset themselves? No problem! You can share this resource with them to help them get started! 
  • You can also share this one with them so they know how to update their password anytime once they're logged back into their account! 

What else can I do in the Users area

From the Users area of your dashboard, you can also: 

• Export User information to a CSV:

• Assume a volunteer's identity as necessary. 
  • There are two ways to assume a volunteer's identity: 
    • You can click the icon under Options in the table from the Manage Users page or click the Assume User button from the Edit User page: 

✏️ Quick tip: This feature is great if you want to submit hours on behalf of a volunteer or to help update information on their profile. 

What can I do from the Edit User's area? 

Once you click on a volunteer from the Manage Users page, it opens the Edit User page where you can review or update the volunteers: 

• Basic Information: Here, you can update their profile information, reset their password, or review their answers to registration questions, etc. 
• Qualifications: This displays their qualification statuses, including any waivers they signed. 
• Benchmarks: This shows any benchmarks they've received. 
• Tracks: See what Tracks they're assigned to and their progress. 
• Programs: See what Programs they're assigned to, what Programs they manage, and which Programs they're a Program Facilitator for
• Teams: You can see if the volunteer is part of a team and what Program and Opportunity the team participated in. 
• User Groups: This shows if they're a member of a User Group on your site. 
  • You can also add them to a User Group from here. 
• Opportunities: This displays what Opportunities they've responded to—including shift information and status, etc. 
• Schedule: This shows you a calendar view of any shifts or Opportunities the volunteer is scheduled for. 
  • You can schedule them for an Opportunity by clicking the blue Schedule button above the calendar. 
• Hours: This is where you can review or add volunteer hours for them. 
• Emails: Did a volunteer mention they aren't receiving emails from the site? You can check their email statuses here!  
• Files: Want to upload important documents to a user's profile? Maybe you want to keep their onboarding documentation, volunteer performance reviews, or share personalized training. Whatever the case may be, you can do it with files! 
  • Files can be set to private. When a file is marked as private, the volunteer won't see it on their profile and it must be shared via a shareable link. 
  • Public files can be viewed by anyone with access to the user's profile, including the user. 
• Notes: Want to add notes to a user's profile that only you, other site managers, and Advanced Program Managers can see? Use this tab to store those notes for quick access. 
  • You can also edit or delete those notes here. 

How do I deactivate a volunteer's account? 

To deactivate a volunteer's account, scroll to the bottom of Edit User > Basic Info until you see Deactivate User and click the red Deactivate User button. 

• When you click it, a warning pops up to confirm that you want to deactivate the user's account. 
  • Click Yes to continue or No to cancel. 

 ⓘ So you know: Volunteers can anonymize their accounts when they opt to deactivate themselves. If you need to deactivate and anonymize an account, you must first assume that user's identity.