If your organisation is using the skills and interests functionality volunteers can notify you and other volunteers of their skills and interests. Languages are built in but the categories and skills/interests are set by your organisation.

The role assigned to users will determine what functionality they will have access to and what information must be stored against their profile. This section shows the role title, team, named manager and start date for each current role that the volunteer has.

Any closed roles will have an end date entered and be greyed out.

If you hover over the user title you can see the internal role name and the permission group applied to that role. To download the role PDF click the role name.

Clicking the team will take you to the team history page where you can see the team timeline.

Clicking View users on the team history page will take you to the My team page with the team filtered by all users in the team.

If you have the permission to edit a role you will see the View option. Click to edit the details for that role and follow the on screen instructions.

Please be aware of role permissions when adding a new role to a user, especially if the role has a higher permission than the one the user already has.

You can check if a user has management responsibilities in the managed users and managed activities tabs.

You won't be able to remove a user responsibility (e.g. event) if the user is the only manager of the event. However, you can transfer the responsibility to another user.

Select the users you want to transfer to another manager and click the transfer link; this will open a new window where you can search for the new manager. The user selector will display a drop-down with a list of members of your team by default, but you can also, search for other users on the system.

This displays the expiry date for each completed vetting. If the expiry date has been reached, this does not necessarily meant that a renewal is required as this is affected by the role(s) held and other organisation settings.

The application tab lists all applications made by the user at any stage. If you hover over an application, it will reveal a view link; this will take you to the application if the data is still available. the rules for data retention are set by your organisation.

If risk activities have been added to a role that the volunteer has, you will see that as an option next to the Leave role button. Click to view the details onscreen and to access the pdf download option.

Two-factor authentication is required by Assemble for some high-level permissions. Your organisation may also require it for other permission groups. If it's not a requirement, this is optional for users.

This functionality is a one-off solution, to temporarily disable two-factor authentication for users who have this functionality enforced by their role permission.

Access details are not openly displayed for security reasons. Clicking the link reveals (and hides) the username as well as logging these actions for audit purposes.

There is a time-out to hide it if the page stays open.

When a password is generated for a user, they will receive a confirmation email and will be required to change the generated password on login.

Whenever a password is changed, the user will receive an email informing them about it.

Activities option allows you to view, add and edit the user activities. From here you can do anything the user can do in the activities listing page, allowing you to update their activities for them, like after a phonecall catch-up.

User logs show a list of actions done by the user, e.g. user logins attempt, import and exports, attempts to access restricted areas etc.

User address changes: look here to find out a user’s previous registered address.

These are actions other users have done to them, e.g. included their details in a user export, added or updated a touchpoint, assumed their identity etc.

See below our other guides on user details 👇