How to Add a New Site Manager

Modified on Mon, 31 Jul 2023 at 03:45 PM

Heads up! This article is intended for site managers. If you're a program facilitator looking for more information about how to review your programs, click here!


Are you transitioning into a new role and want to assign a new site manager for your organization's site? Do you want to have a second site manager help you oversee things? Whatever the reason, you can change a user's role type and assign them as the default manager account as needed! Here we cover: 


How to change a user's role type

Before you can set someone else as the default manager account, you must change their user role type. 

1. Go to Volunteerism > Users2. Click the pencil icon under the Options column for the user you want to update. 3. Under Basic Information, use the dropdown beside User Type to select Site Manager4. Be sure to click Update Basic Information to save your changes! 


How to change the default manager account

Now that you have changed the user's role to site manager, you can assign them as the default manager if needed!

So you know: The default manager just lets us know who to the main point of contact is for your site. 

1. Go to Settings > Main Settings

2. Under Site Information, use the dropdown beside Default Manager Account to select the user. 

3. Be sure to click Update Settings to save your changes! 


What if I don't have site manager access?

If you don't have site manager access, don't worry! Just contact us for help with adding a new site manager!