System Administrator - View / Edit

View

  1. Go to: People >> Administrators >> Manage Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “View”

TIP: While viewing a profile, you can click on the [Edit] button to toggle to “edit mode”.

Edit

  1. Go to: People >> Administrators >> Manage Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “Edit”
  4. Make the desired changes, remembering to click the [Save] button in each place where changes are made

Email Signature

To add an email signature that will appear at the bottom of emails you send from Volunteer Impact:

  1. Go to: Main >> Edit My Profile
  2. Open the “Miscellaneous” section in the “Main” tab of your profile
  3. Scroll down to the “Administrator” section
  4. Enter the text in the “Email Signature” field. You can also click the [Insert] button in the editor to add images or links to files within your signature.
  5. Click the [Save] button

Under what circumstances can / can’t you edit an Administrator’s profile?

The software will compare a list of what organization(s) you (i.e. the profile you have logged in with) are a FULL administrator of and what organization(s) the administrative profile you are trying to edit is an administrator (any kind of administrator) of. If your full administrative list covers ALL of the organizations in which they are an administrator, you can edit the profile.

PART 1 – For the current user (i.e. the administrative profile you are logged on with):

  • Give me a list of all the enterprises in which I am a FULL admin
  • Give me a list of all the organizations in which I am a FULL admin

PART 2 – For the administrative profile I want to edit:

  • Give me a list of all the enterprises in which the user is ANY kind of admin
  • Give me a list of all the organizations in which the user is ANY kind of admin

If the administrator (“Part 2”) has anything in their list (organization or enterprise) that the current user (“Part 1”) does not, the user is not allowed to edit that administrator’s contact information as this would potentially give them administrative access to an account that they did not previously have.

Administrator Role (Security Levels)

  1. Go to: People >> Administrators >> Manage Administrators
  2. Hover over the options icon beside the administrator
  3. Click on “Update Administrator Role”
  4. Select the type of administrator. Your options are:
    Full: access to all menu items
    Limited: access to only specific menu items, as configured in the associated Limited Access Administrative Role
    Module: Most clients are set up with an administrator module and a volunteer module. If your organization also subscribes to the client module or member module, these will be options as well. Administrators of a module have the ability to use all functions available within that module.
    No system access: Used for Better Impact billing contacts, contacts for volunteers who don’t need access to the software
  5. Click the [Save] button

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