Team

Use the Team page to manage people who need organization-wide access to the GrandPals platform. Team members added here can help manage volunteers, locations, and programs across your organization. Do not add principals, teachers, GrandPal Team Leaders, or GrandPals on this page. Those roles are added later within the relevant location or program.

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Organization team roles

There are two organization-level roles.

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Administrator

Administrators have full access across the organization. They can:

• Manage organization settings
• Add and manage team members
• Manage locations and programs
• Manage volunteers
• View Vulnerable Sector Check records across the organization

Your organization should have at least one active Administrator.

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Program Coordinator

Program Coordinators can manage the day-to-day delivery of GrandPals across the organization. They can:

• Manage locations and programs
• Manage volunteers
• View Vulnerable Sector Check records across the organization
• Support program setup and delivery

Program Coordinators cannot change Organization Settings or manage organization-level access.

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Before you begin

Have the following ready for each person you want to add:

• First name
• Last name
• Email address
• The role they should receive

Only give organization-wide access to people who need it to carry out their responsibilities.

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Add a team member

1. Open Settings.
2. Select Team.
3. Select Manage your team.
4. Select Add Team Member.
5. Enter the person’s first name, last name, and email address.
6. Choose Administrator or Program Coordinator.
7. Select Save.

The new team member will receive an invitation to access the organization account.

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Choose the correct role

Choose Administrator when the person needs to:

• Change Organization Settings
• Manage organization-level access
• Oversee the full organization account

Choose Program Coordinator when the person needs to:

• Coordinate volunteers
• Set up and manage programs
• Support schools, teachers, and GrandPals
• Review organization-wide VSC records

Use the lowest level of access that allows the person to complete their responsibilities.

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Review your existing team

Regularly review the Team page and confirm that:

• At least one active Administrator is listed
• The lead Program Coordinator has access
• Additional coordinators have been added when needed
• Each person has the correct role
• Former staff members no longer have access

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Other platform roles

Other people are added later in the area where they participate: These roles do not need organization-wide access.

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Vulnerable Sector Check access

VSC records contain sensitive information.

• Administrators and Program Coordinators can view VSC records across the organization
• Principals and teachers can view VSC records only within their authorized location
• GrandPal Team Leaders and GrandPals cannot view VSC records

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You are finished when

• Your organization has at least one active Administrator
• The lead Program Coordinator has access
• Any additional organization-wide team members have been added
• Everyone has the correct role
• Anyone who should no longer have access has been removed

You have now reviewed the main Organization Settings.