Manage Contacts
Your RescueGroups.org account offers you the ability to manage information about the contacts in your organization.
Who are contacts?
Donors
Corporate sponsors
Supporters
Adopters
Fosters
Volunteers
Where do I find it?
You can find the Contacts pull-down menu from the main page in your account.
To manage the contacts for your organization, your volunteer needs both the roles of Contacts Add and Contacts Admin. For more information about roles and the permissions attached to them, see About roles, security, and permissions
Click here for information on permissions
The following actions are available for Contacts with the specified service and user roles:
Action | Description | Services | User Roles |
View | View all contacts | Data Management | Contacts Add |
Add | Add a new contact | Data Management | Contacts Add |
Edit | Edit existing contacts | Data Management | Contacts Add |
Inactivate | Change a contact to inactive | Data Management | Contacts Admin |
Register | Create a User Account for a contact and send them a password | Data Management | Contacts Admin |
Merge | Merge two or more contacts | Data Management | Contacts Admin |
Reports | Able to run reports on Contacts | Data Management | Contacts Admin |
Manage Settings | Able to change the settings related to Contacts | Data Management | Site Admin only |
For your contacts to become volunteers, with access to functions and features of your account, you'll use the User Login Accounts function to assign them roles. The roles have permissions attached, permissions which allow the volunteer to do the task assigned. For information, see User Login Account.
In this section, you will learn to add an delete contacts, and to change the level of access they have to the information about your organization.