Manage Groups and Users
- To add or remove a user from a group (Agency, Clients, Donations, etc), go into the Call Center and at the bottom, you'll see a link titled "Manage Groups and Users". Click on that.
- Select the group from the pull-down menu that you want to add or remove a user.
- The system will display a list of users who are currently in the group, and a list of users who can be added to the group.
- If you want to remove a user, click on a user who is part of the group.
- If you want to add a user, click on the user in the "Available Volunteers" list.
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