Contacts and Site Users
- ★ AJLI Single-Sign-On Integration
- Update Contact ID/Membership ID
- Create a new contact record.
- Contact Detail View
- Contact Detail View: Contact Tab
- Contact Detail View: Status Tab
- Contact Detail View: Requirements Tab
- Contact Detail View: Placements Tab
- Contact Detail View: Interaction Tab
- Contact Detail View: Volunteering Tab
- Contact Detail View: Giving Tab
- Update a Contact's photo in VolunteerMatters as an Administrator
- Update your Contact photo in VolunteerMatters from My Profile
- Change a contact's status
- Create a site user record (system access) for a contact.
- Grant administrative rights within VolunteerMatters for a site user record
- Change a contact's current security role(s) within VolunteerMatters for a site user record
- Edit Site User Records (system access) for multiple users in bulk
- Reset Passwords and Send Login Credentials in bulk via the "Reset All Passwords" Utility
- Reset a contact's password.
- Remove an individual contact's access.
- Contact Admin Segmentation
- Admin Segmentation Column and Filter Criteria Available in Site User List View
- Delete a contact record.
- Managing statuses for contact records
- Manage List Views for Contact Lists
- Manage List Views for the Site User List
- Grouping and organizing contact fields.
- Create a new custom field for contact records.
- Manage which fields a contact can view or self-manage in their profile.