A volunteer’s permission level determines what the volunteer can see and do within your organization. Each volunteer can only have one permission level assigned at a time. For more information about specific permission levels, read What are the different Organization permissions?
Only volunteers with the Full Organization Manager permission level can modify permission levels for other volunteers. As a Full Organization Manager, you can adjust Volunteer permissions to allow members of your organization to do more with Bloomerang Volunteer, such as viewing data from past opportunities, creating new opportunities, and more.
Note: Full Organization Manager is the highest possible permission level within the organization. Ensure that you fully trust a volunteer before granting them the Full Organization Manager permission.
To modify a volunteer’s permission levels:
If you are in more than one organization, make sure you are in the right one.
From the navigation menu, click People, and then click Volunteers.
Click the volunteer’s name in the list to view their profile.
Click Permissions to view the volunteer’s permission settings.
Turn the permission level on or off.
(Optional) Turn on any additional permission settings.
In the Limited Organization Manager permission section, you can enable View Historic Data to allow the Limited Organization Manager to view reports and copy data from other Opportunities in the Organization. You can control whether the Limited Organization Manager can view and copy data from all opportunities, only opportunities in which they are an Opportunity Manager, or no opportunities.
In the Full Organization Manager permission section, you can enable the read-only options to further control what the Full Organization Manager can see and do in your organization. The Read Only setting also blocks the Full Organization Manager from accessing opportunities on the Bloomerang Volunteer mobile app.
The read-only permission includes two more enablement options:
Allow exports: Manager can export data and reports from the system. This permission is useful for people who are responsible for running reports, but not for changing any of the organization’s data.
Allow messaging: Manager can send messages and broadcasts. This permission is useful for people who are responsible for communications, but not for changing any of the organization’s data.
Click Done. If this is the first time that the person has been granted Organization Manager permissions, Bloomerang Volunteer automatically sends an email to the person to notify them that their permissions have changed.
Tip: Review your volunteers’ permission levels regularly. Ensure that all permissions are up-to-date, and revoke higher permission levels when those permissions are no longer required.