User roles are special permissions that allow users to manage parts of their employee engagement program. For example, some users might have the ability to create and publish volunteer opportunities, while others might be tasked with approving volunteer time.
Permissions
To assign roles in Benevity's Employee Engagement solution, you need both the role manager and user account manager roles assigned to you.
Note: Our Benevity teams must assign a user the role manager role. This is a safety net, due to elevated permission and added risk of the role.
See a full list of available user roles for employee engagement, including their dependencies and capabilities.
How to assign user roles
Depending on the size of your team, you may have several different people with a few specific roles assigned to them, or a few people with several roles in charge of multiple tasks.
- Sign in to your program.
- Select Manage.
- Select People from the main toolbar.
- Using the Search & Filter section to the left of the screen, find the user you want to assign a role to.
NOTE: You need to go to the bottom of the Search & Filter section and select Apply to display the results of your filter.
- Select Manage beside the user.
- Select Settings in the secondary navigation bar. Under the Account information section at the top of the page, you will see the Roles section with a list of all the roles available.
- Select the roles you wish to assign and then select Save at the bottom of the screen.