Self-service 3: Selective self-service

This guide will explain how to set up certain, restricted versions of self-service.

In some instances, for a variety of reasons, you may want to allow your organisation to self-serve in only limited ways.

The following list shows what kind of self-service you can set up, followed by the instructions for setting it up.

A) Organisation can only edit the organisation details, nothing else.

1) Add the new administrator.

Follow this guide to set up a new administrator for the organisation profile. Make sure to give this new administrator the permission to 'Update Organisation' ONLY.

B) Organisation can only create new opportunities.

1) Add the new administrator.

Follow this guide to set up a new administrator for the organisation profile. Make sure to give this new administrator the permission to 'Create Opportunities' ONLY.

C) Organisation can only view applications.

1) Add the new administrator.

Follow this guide to set up a new administrator for the organisation profile. Make sure to give this new administrator the permission to 'Update Opportunities'.

But I don't want the organisation to be able to update opportunities!

That's ok, they won't be able to. In order to edit an opportunity, you need to be an administrator of the organisation which the opportunity is Offered By, not Offered For. So the opportunities you administrate on behalf of the organisation will be Offered By you, the Volunteer Centre - and unless you add them as an administrator of the Volunteer Centre, they will not be able to edit the opportunities but they WILL be able to view the applications.

D) Organisation can only edit opportunities.

1) Add the new administrator.

Follow this guide to set up a new administrator for the organisation profile. Make sure to give this new administrator the permission to 'Update Opportunities'.

2) Transfer any existing opportunities

If you have any opportunities which are Offered By you, the Volunteer Centre, you need to Edit these.

Go to My Opportunities and find the opportunities Offered By you, Offered For this organisation. Click Edit, and change the Offered By to be the organisation, keeping Offered For as the organisation too. Save.

Repeat for all the relevant opportunities.

What about the self-service bug? Please see our guide on this here.

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