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The Volunteer Portal provides organisation volunteers with secure access to AnimalOS |
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The Volunteer Portal requires Salesforce Community licenses which needs to be discussed with the AnimalOS team. |
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Volunteer Profile
Partner Portal users are setup as Digital Experience users via their Contact record.
When a Contact is not enabled, you will see the option to
Enable Customer User.If they are enabled then you have the option to
Log in to Experience as User.
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Enable Customer User will create a Portal User related to the Contact which enables login to the Volunteer Portal.
The
Volunteer Portal Plus Profileis assigned to provide the necessary permissions to the user.
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Volunteer Contacts
A Contact can be assigned to a Unit or a Block by assigning the Location via Location Volunteers on the Contact record.
Assigning a
Unitwill provide the volunteer with access toAnimal Actionsassociated with a specificUnit.Assigning a
Blockwill provide the volunteer with access toAnimal Actionsassociated with all theUnitsin a specificBlock.
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Volunteer Portal Login - Home
Upon logging in a volunteer will see the Home tab with a summary of Animal Actions which are scheduled based on the Animals and Blocks they have been assigned to.
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Volunteer Portal Login - Animals
The Animals tab provides a volunteer with a list of Animals that have been shared with them to help assist with completing their Animal Actions.
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Volunteer Portal Login - Animal Detail
The Animal Detail page provides volunteers with access to Animal Information.
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A Volunteer can complete a Weigh In via the Animal record.
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Volunteer Portal Login - Location
A Volunteer can view Location records that have been shared and use the Manage Block Actions feature help complete Animal Actions.
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