Users & Volunteers
Manage user accounts, roles, and volunteer access within your organization.
12 articles
- User Permissions DefinitionsDefinitions for all group permissions and add-ons available to i360 customers, including the grouped Base Plan permissions introduced in April 2025.
- How to Make a Volunteer a Portal UserConvert an existing volunteer into a Portal user in Contacts Management. Select their name and choose Make > Active User to grant Portal access.
- Add Permissions to User AccountsAdd or remove permissions on user accounts in Contacts Management. Open a user's Contact Profile, go to User Permissions, and edit their access.
- Make a User Active/InactiveMake a user active or inactive in Contacts Management to grant or remove i360 access. Filter by Contact Type, then update status from the action bar.
- Bulk-Assign User PermissionsBulk-assign user permissions in Contacts Management to grant access at scale. Filter by Contact Type to select all users, or check individual names.
- How to Create UsersCreate users in your i360 organization by adding an email and assigning permissions. This guide covers the basic steps, with a video, to equip new users.
- Make a Volunteer Active/InactiveMake a volunteer active or inactive in Contacts Management to grant or remove i360 app access. Filter by Contact Type, then update status from the action bar.
- Change Volunteer PasswordsChange a volunteer's password in Portal to help them log in. Find them in Contacts Management and update the password from their profile.
- Volunteer PermissionsAssign permissions to a volunteer's account in Contacts Management to enable features like texting or voter look-up. Add or edit them from Volunteer Permissions.
- Bulk-Assign Volunteer PermissionsBulk-assign volunteer permissions in Contacts Management to streamline access to i360 features like texting. Filter by Contact Type to select all volunteers.
- Unlock AccountsUnlock an i360 account locked after three failed password attempts. Find the volunteer in Contacts Management and unlock their account from their profile.
- Create a VolunteerCreate a volunteer in Contacts Management to grant access to i360 Call, Walk, and i360call.com, plus texting if assigned. Step-by-step guide with video.