Edit Portal Access
Manage a volunteer's login to the self-service Volunteer Portal — invite them, see whether they've signed in, and revoke access when they leave. What you see depends on the volunteer's current account status.
Opening the volunteer's Portal Access page
To open the Portal Access page:
On the Volunteers page, click the Volunteers tab.
Click the volunteer's name to open their profile.
Click the Edit dropdown, then Portal Access.
Managing portal access
The page shows the volunteer's current account status and the actions available for it.
- No Account — the volunteer has no portal login. Click Send Invitation to email them a sign-up invite. An email address is required; if none is on file, add one under General first.
- Invitation Pending — an invite has been sent (shows the email, sent date, and expiry). Use Resend Invitation to send it again, or Revoke Invitation to cancel it.
- Active Account — the volunteer can log in (shows email, name, last sign-in, and created date). Click Revoke Access to remove their ability to log in.
- Active (Staff Account) — the volunteer is linked to a staff account and signs in through the main staff login. Click Remove Volunteer Access to remove portal access without affecting their staff account.
Revoking or removing access asks for confirmation first.