Settings

In this section you will know more about how to configure few settings available at portal level.

Configuring Portal Settings

All the currently available portal level settings are categorized into two sections

• General Settings
• Advanced Settings

These settings are configurable only by a Portal Administrator alone. These settings are not visible to any other role. Some settings e.g. logo when updated will be reflected in the portal immediately but it may take some time or in some cases a redeployment of backend for the new logo to be reflected in any reports or emails generated thereafter. Additionally, users who are currently logged into the portal will not see the new behaviour until they refresh the page. Hence it is recommended that the settings are modified during off hours.

Who Can Perform This Task?

• Portal Administrator
• Portal Owner

Advanced Settings

The following advanced settings are visible under Advanced Tab.

Allow Event Coordinator to create new events

When this setting is enabled all event coordinators listed in the portal will gain the ability to

• Create new event from scratch
• Duplicate any existing event

Event coordinator has to mandatorily select an event administrator while creating new events. By enabling this setting event coordinators roles and responsibilities are closer to event administrator. However, the following key differences still exist

• Event Coordinator still has to register for an event even if it is created by them to be able to do certain tasks expected of event coordinator. However, event administrator can act on all the tasks without registering for any event that is assigned to them.
• Event Administrator still has approval rights and is the owner of the event even for those events that are not explicitly created by him/her.
• Event Administrator can still modify event coordinator for any event that is assigned to him/her at any time.

Allow Event Administrator to specify Volunteering Partner during event creation

During an event creation an event administrator/event coordinator can specify an optional property i.e. Volunteering Partner to control who can register for this event. When this setting is enabled, the portal shows a checkbox to allow all volunteers to register for an event and dropdown to select an organization to restrict volunteers from. By default, the checkbox is checked and the dropdown is disabled. To select a specific organization the checkbox must be unchecked and an appropriate organization can be selected from the dropdown. When an organization is selected, only the volunteers who are associated with this organization are allowed to register for this event. The Volunteering Partner details are shown in the event home page in Partners section when selected and is visible to all volunteers.

Allow Event Administrator to specify Implementation Partner during event creation

During an event creation an event administrator/event coordinator can specify an optional property i.e. Implementation Partner to specify which organization is primarily implementing this event on ground. When this setting is enabled, the portal shows a dropdown to select an organization that is primarily implementing this event. By default, the dropdown has no preselected value. When an organization is selected, the volunteers will have an additional context on who is implementing an event and may push them signup for the event. The Implementation Partner details are shown in the event home page in Partners section when selected and is visible to all volunteers.

Allow Event Administrator to create resources

Usually the permissions to create new organization/beneficiary lies with the portal administrator only. However, to streamline day to day operators portal administrator may delegate these permissions to event administrators as well. When this setting is enabled an event administrator in addition to create event permission they would be able to create new organization/beneficiary as per their events requirements.

Set maximum future event creation date

The portal sets a limit on how much in the future an event can be created. The default is 3 months i.e. an event administrator can't create event whose end date is further than 3 months from the current month. Portal Administrator can however extend or reduce this time frame depending on the needs of the event. NOTE: Once an event is created with a certain start and end date, any changes to this setting will not have any effect on the event whatsoever. This setting affects only the new events that are created from scratch or being duplicated from an another event.

Set maximum past event creation date

The portal sets a limit on how much in the past an event can be created. The default is 2 months i.e. an event administrator can't create event whose end date is older than 2 months from the current month. Portal Administrator can however extend or reduce this time frame depending on the needs of the event. NOTE: Once an event is created with a certain start and end date, any changes to this setting will not have any effect on the event whatsoever. This setting affects only the new events that are created from scratch or being duplicated from an another event.