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.

  1. Click on Admin to view the current list of users.

  1. 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.

  1. Click on the EDIT ASSOCIATIONS link to go to the Associated Contacts page. 

  1. 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:

  1. For relationship type, select Viewable, and click on Save.
  2. This user will now be able to view this client's public data.