ONLY THE MAIN COORDINATOR ON EACH ACCOUNT CAN ADD & SET PERMISSIONS FOR ADDITIONAL COORDINATORS – and the MAIN COORDINATOR can view other coordinators’ usernames (not passwords).
Each WhenToHelp account has one Main Coordinator (the coordinator who created the account) and can have any number of additional coordinators who can be limited in what they can see and do when they sign in. The main coordinator will see the Add/Edit Coordinator page on that SETTINGS tab.
Multiple coordinators can be signed in at the same time and make changes if they are using their own coordinator sign in. For security reasons, SIGN INS SHOULD NEVER BE SHARED.
Each coordinator has a unique coordinator username and password (IN ADDITION TO any username & password they may have to sign in as a helper) and can perform only the functions that the Main Coordinator allows.
Coordinators can sign in and filter their schedule views to only show certain Categories, Positions, Group of Positions, etc. but you currently cannot restrict them from seeing particular positions. For example, if their permissions allow them to add shifts – then they can add shifts for all Positions. If coordinators must be restricted to only see and schedule certain departments or locations, you may want to create separate WhenToHelp accounts if no helpers are shared between departments/locations.
To add a new Coordinator
From any page:
- In the top menu, hover over SETTINGS and choose Add/Edit Coordinators
- Enter a First and Last name and an email
- Check off the coordinator permissions below
- Be sure the “Email new coordinator sign in instructions” box is checked
- Click the Add New button
After a coordinator is added, you can send them their login information again any time.
You can use the “Email sign in instructions” link to email them their coordinator username and password which will be different from any helper sign in they may already have. Note that any user can also retrieve all their login information from our sign in page at any time.
How many coordinators can be used for each account.add her in as a user so she is able to add shifts and update the trade board