👀 Did you know that you can receive email notifications for certain key actions made by your volunteers, donors, clients, and/or members? You can also preview the user portal directly from your admin account.
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👉 Email Notifications: Admins can choose which email notifications they receive by checking the appropriate boxes in their own profile under Miscellaneous >> Administrator sub-tab. A few examples are:
When Volunteers sign up for and cancel shifts
Completed eLearning Modules
New applicants
New donations
👉 Previewing the User View: When an Administrator profile is set up to include the Volunteer, Donor, Client, and/or Member module(s), it is easy to preview My Impact Page by simply switching back and forth from the profile menu.
Add a module, go to the Miscellaneous tab of the admin’s profile and select the appropriate module tab. Then choose a status (other than Archived) from the Status dropdown and save.
Switch to user view, select the profile icon in the top right of the screen and select “Switch to User View” or “Switch to Volunteer View”
Switch back to administrator view, select “Switch to Administrator View” under the My Profile menu on the right.
NOTE: If a module was just added to the profile, it could take 10 – 15 min to update and allow the switch to user view.
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📖 These help articles provide written instructions for the steps above (If Applicable):
Don't see this feature? More info
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👋 Click Here to Join a User Group! - They are a great way to learn more tips like this and connect with other administrators like you!