About V-Base Recruiter account summary

Here's a guide to the account summary screen, which you will be visiting rather a lot

Account summary screen

The account summary screen is the central area where you manage your accounts.

Main accounts and sub-accounts

As a main account holder (this will normally be your organisation’s head office), it is possible to add additional accounts, known as sub-accounts, in order to allow different users, branches or departments to manage their own opportunities.

Each account will have its own username and password.

A main account can modify any of its own information, including contact details, opportunities and locations. In addition, a main account can view and modify any information associated with a sub-account.

A sub-account can view any information associated with any account listed on the summary screen. However, they can only modify any information associated with their own account.

Account records

Next to each account name you will see a number of fields and actions. In order to view the account details (address, organisation description etc), click on the underlined account name.

Fields

• Name - the name of the account organisation. For sub-accounts it can be a branch/department name
• Last login - the date you last logged in
• Live - how many live (active) volunteering opportunities you currently have on Do-it
• Expired - how many expired opportunities (that are not showing anymore on Do-it) are stored in your account.

Sorting

You can sort by each of the fields, in ascending or descending order, by clicking on the field heading.

Actions

The actions available depend on the whether the account is a main account or a sub-account, as a main account has more permissions.

• Locations - View and manage the locations associated with an account
• Opportunities - View and manage the opportunities associated with an account
• Edit - Modify account details
• Delete - Completely remove a sub-account and all its associated information, including locations and opportunities
• Freeze/unfreeze - If an account is frozen, its opportunities will not appear in a search on Do-it and the login details will not work until the account has been unfrozen.