IMPORTANT: In order to access the "User View" (Volunteer, Client, Donor, Member View), you’ll need to add yourself to that module by editing your administrative profile. Please review these instructions.
Please note, once the module is added, it will take approximately 15 minutes before you will be able to switch to the Volunteer/User View from your admin profile. You also may need to refresh your browser, or log out and log back in.
About this feature: Switching to User View will easily take you into the user portal and back to the administrator view. While you are in the User View, you will see how everything looks to a user, and similarly the visibility of Activities will depend on your volunteer profile Status and Qualifications.
To access the user view:
Go to the My Profile Menu (the green profile icon at the top right), then click “Switch to User (Volunteer) View”.
To return to the administrator view
Click on “Switch to Administrator View” (between the “Help” and “Logout” buttons)
Note: If your organization has settings to “require approval” for hours, you will notice that any hours you log while in your Volunteer View will not require approval, since you are technically logged on as an administrator who can log hours without approval.
Tip: If you would like to ensure you or other admins, that are not volunteers, clients, donor or admins, are not captured in reporting, you may want to consider changing your ‘Date Joined’ to be outside of any possible reporting date range (ex. Before you purchased Better Impact).