Previewing the Volunteer / User Portal

Can't Access the Volunteer / User View?

If you cannot access the Volunteer View (or “User View”), you’ll need to add yourself to that module by editing your administrative profile:

  1. Go to: Main >> Edit My Profile
  2. Click on the “Miscellaneous” section in the “Main” tab of your profile
  3. Scroll to the appropriate module section (e.g. “Volunteer”, “Client”, “Member”) and click on the drop-down list beside “Status”
  4. Select any status (except for “Archived”)
  5. Click the [Add to Module] button

NOTE: It may take a few minutes before the setting takes effect.

Menu Option Name

The “Switch to Volunteer View” menu option enables you to switch from your current administrative point of view over to MyVolunteerPage. This menu option is visible to administrators of any module.

In addition to your administrative access, if you also have an active membership in one non-administrative module (e.g. “Volunteer”), the menu option will contain the name of the module (e.g. “Switch to Volunteer View”).

If you have active memberships in more than one non-administrative module (e.g. “Volunteer” and “Client”), the menu option will be “Switch to User View”.

Overview

There are two different approaches to previewing the volunteer portal as a volunteer. Each has its own advantages and disadvantages.

  • Use the Switch-to-Volunteer-View built into the software
  • Log in as a fictitious volunteer in a different type of browser

Using Switch to Volunteer View

The advantage to this approach is its simplicity. The site navigation can take you into the volunteer view and back to the administrator view. The disadvantage is that you need to be included as a volunteer in the volunteer module to make this work. If you only have one or two administrators, this is not much of a disadvantage and is what we recommend.

To access the volunteer view:

  •  Go to Main >> Switch to Volunteer View.

To return to the administrator view (i.e. Volunteer Impact),

  • Click on “Switch to Administrator View” (between the “Help” and “Logout” buttons)

NOTE

While you are in the Volunteer View, you will see how everything looks to a volunteer, but the visibility of Activities will depend on your status and Qualifications. Also, if you have hours set to “require approval”, any hours you log while in the view will not require approval since you are technically logged on as an administrator where hours do not require approval.

Logging in as a Fictitious Volunteer

The advantages to this approach are that you do not need to be included as a volunteer in the volunteer module and that if you work with other administrators, you can share the same fictitious volunteer so that your report numbers are not thrown off to the same degree and that you can configure this volunteer profile exactly how you would all like it for testing and viewing purposes. We recommend this approach if you have multiple administrators.

To see things as a volunteer would see them, you can simply log into MyVolunteerPage.com using a different type of browser as a volunteer. We recommend that you use one browser (eg Explorer, Firefox, Chrome) to log in as an administrator and a different type of browser to log in as a volunteer. If you use a new tab or new window in the same type of browser, it will log you out of being an administrator when you log in as a volunteer and vice versa.

Other Tutorials Related to Viewing the Volunteer Portal

Modules

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