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GETTING STARTED
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Your Account
To register for an account you go to the Register Page and complete the details, all fields are required. You can choose a password at the time of registration. Each login must have a unique email address, the same email cannot be used again.
Once you have registered, an Admin from your Organization will need to approve your account before you can get started.
Your organization may or may not be added to the database. To check if your organization is in our list before you register, you can view the drop down under Organization on the Login Page. If the organization is not on the list you can add a new Organization prior to setting up your account. See below for creating an Organization.
Updating Your Password
We are not able to view your password, it is scrambled in the database and cannot be read. Therefore if you forget your password or want to change it you will need to reset it. To do that simply click on the Forgot password link on the Login page and reset the password. You will need to enter the email address with which you registered.
Once you have entered the email, click on Send reset link and we will email you a link to reset your password. Check your email as well as your spam folder for the email titled Reset Password Notification. Click the button on the email and you will be taken to a page to enter a new password.
Account Permissions
There are a number of different levels of permissions for Users. If you feel you should have a different permission level you can contact your organizations primary contact for an upgrade.
super admin
- access to adding fields and dropdown items
- ability to approve and delete organizations and users
- ability to send reset password link for users
- ability to export database
- primary contact for database
- ability to generate reports
- able to do everything listed below
admin
- ability to add new Users to their organization
- ability to enter new records
- ability to modify records
- ability to add new users
- ability to generate reposts
- able to do anything listed below
user
- ability to enter records
- ability to modify records
- ability to view records for others users in their group/organization
- ability to send text to segmented volunteers (i.e. help for a particular location)
- ability to share an individual record via email (i.e. send an case to a rehabber or wildlife center)
viewer
- ability to lookup and view records
- cannot modify anything
Permission Updates
Only at the Super Admin or Admin level. To update a user’s permission, sign in to your account and click on the Users link in the sidebar. A list of users will show. The search box at the top is a helpful way to search for users; you can search by first name, last name or email. To search simply enter the information in the search field and click enter on the keyboard and the list of results will show. To change the permissions of the user click on Edit and select the new role from the dropdown. Once selected click on Save.
Deleting a User
Only at the Super Admin or Admin level. To delete a User, login as a Super Admin or Admin and click on Users in the left sidebar. You can search for Users with the search fields at the top of the page, then click on Delete next to the Users name.
NOTE there are no second chances, once you click DELETE the user is immediately removed!
Send the Reset Password Link for Users
Admins and Super Admins have the ability to send the reset password email to a User from the Users list. Simply login in and click on the Users link in the sidebar. Click on the Reset Password button for the User you want to reset the password for and an email will be sent to the User with a link to reset the password.
Creating New Users
Admins and Super Admins have the ability to create new Users. To create a new User go to the Users page via the link in the sidebar and click on +Create at the top of the page. Fill in the fields for the user and the Role. Upon submission an email will be sent to the new User with their login information and password.
Editing Your Profile
If you want to update your name, phone, town or organization you can click on Profile in the upper right corner of the site by your User Name. Email cannot be change as this is part of your login credentials. To edit simply change the information in the fields and click on Update.
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