Follow

Role Overview - Volunteer Management

The Volunteer Management role will give the user the ability to do the majority of activities that can be done against a volunteer record. For example the user will be able to create a new volunteer and upload new documents or notes against a volunteer record. 

Important Information: This role can be assigned by someone with the Account Administrator Role. Once assigned the user granted the role will have access to the Volunteer Management module. This action may result in additional licence fees being charged to your account. 

NB: a user can have multiple roles at once. Thus it will often be the case that to give a user the correct access controls they will need to be given selection of roles. 

The below table indicates what a user with this role can access in term of document type, module, record type and tab.

Document Types approve create delete update upload view

Capability

green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Other Document green_tick__Custom_.png    green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
License green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Medical
Qualification
green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Confidentiality Agreement green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Plan green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Procedure green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Professional
Registration / Membership
green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Qualification green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Skill green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Training
Document
green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png  green_tick__Custom_.png 
Application (APP) green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png
Checks (Checks) green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png
 


 
Modules access
Volunteer Management green_tick__Custom_.png



Record Types access
Checklists
access
Docs
convert create delete
Notes
transfer update update
Notes
view view
Notes
view
Training
volunteer green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png
volunteerCandidate green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png green_tick__Custom_.png



Tabs show upload

Volunteer: /Candidates (V)

green_tick__Custom_.png  
Volunteer: /General Volunteer Docs [enablehr] green_tick__Custom_.png green_tick__Custom_.png
Volunteer: /Volunteer Resources [enablehr] green_tick__Custom_.png green_tick__Custom_.png
Volunteer: /Volunteers green_tick__Custom_.png  

 

Document Tracking tasks
Permission green_tick__Custom_.png

 



Have more questions? Submit a request