Volunteers can only view a client's information if they have been granted access. Here's how you can grant viewer rights to a volunteer user.
- Click on Admin to view the current list of users.
- Find the user to be granted rights, and click on CLIENTS for that user. The list of current clients associated with this user appears in a panel along the right.
- Click on the EDIT ASSOCIATIONS link to go to the Associated Contacts page.
- Use the Select Contact to Associate section to find each client you want this user to be able to view. Enter the client's name in the first / last name fields, and click on Search. When you have found the client, click on the Associate button. The Create Association form appears:
- For relationship type, select Viewable, and click on Save.
- This user will now be able to view this client's public data.