Replacing Your Primary Organization's Administrator

There may come a time when you have a new administrative point of contact for your organization. While the needed steps to update this information may vary from organization to organization, we have outlined some of the most common areas in your system that you’ll want to be sure are updated, as well as some additional steps to ensure your contact information is current.

Review and Update the System Configuration

As needed, review and make these changes to update the sections in your System Configuration.

• Organization Information
  • Update as needed the Primary Organizational E-mail and Primary Organizational Contact info

• System Settings
  • Update as needed the Assign Follow-up for new Volunteers to 

• Security & Privacy Settings
  • Update as needed the email that is notified for the field Allow File Attachment Uploads

• Group Management Settings
  • Update as needed the email that is assigned Group Requests for the field Allow Group Requests to be Submitted Online

• Page Content
  • Review and update as needed the content in this section

• E-mail Message Content
  • Review and update as needed the content in this section

Search and Replace Event Organizer

The previous Administrator may be listed as an Event Organizer in your system. You can search for and then bulk update the Event Organizer for multiple opportunities by following the instructions below:

1. Login to your CERVIS Account.
2. Click on the Search / Manage Existing Opportunities link under the "Opportunity Management" section of the Main Dashboard.
3. Click on the Advanced Search Options radio button found on the upper left side of the dashboard.
4. Select 'Open' in the Search for opportunities with this status field and then select the name of the Admin you are wanting to replace in the “Search for opportunities with this Organizer field”.
5. Click the Search Opportunity Database button. This will give you a listing of all open events where the Admin you are searching for is listed as the organizer. 

To then update the Organizer in bulk, follow these steps:

1. Click the check box in the heading row to select all of the opportunities in your Opportunity Search Result Listing.
2. Select the Update Opportunity Attributes found in the "Opportunity Management Bulk Actions" dropdown and click the associated button.
3. From Bulk Opportunity Update Options list, select 'Organizer'.
4. Click Select Item(s) to Bulk Update at the bottom of the page.
5. Use the Name Lookup field to find the new Event Organizer whom you would like to assign.
6. Click Update Opportunity Information.
7. Click Yes, Proceed with Bulk Update to confirm your decision.

Adjust/Lower Access Levels

After you have completed the previous changes, it is best to adjust the outgoing Admin’s Access Level as needed. Please note, that only an existing Admin can edit other Admins’ profiles. To make this update please follow the steps below:

1. Login to your CERVIS account.
2. Click on the Search/Manage Volunteer Database link under the "Volunteer Management" section of the Main Dashboard.
3. Search for the person you want to update and click the Search Volunteer Database button.
4. Once the search results are displayed, click on the Update / Edit Volunteer icon () to the left of the volunteer profile that you would like to update.
5. Locate the CERVIS Access Level field, and change it to the desired access level (by default this is near the bottom of the page).
6. Click the Update Volunteer Information button to save the change.

Notify CERVIS Support

Notifying us of a new administrative point of contact for your organization will ensure that our records are current and all billing, communications, and resources are getting to the right person. You can make us aware of any changes administratively by either opening a ticket HERE or emailing us at support@cervistech.com. 

For the New Admin

• New Admin Starter Kit on our YouTube Channel: a curated listing of quick video-tutorials and longer form webinars designed to give you an overview of your CERVIS System and get you started on the right track!

• As always, the "Need Help" button can be found on the bottom right corner of your CERVIS console so you can connect with us at any time if we can be of any additional assistance. By clicking this button you can find answers to your questions in our comprehensive Knowledge Base of articles by using the search functionality. 

• For the times when you need a more personalized support experience, you can click "Contact Us" through the “Need Help” button previously mentioned to create a support request. Our Customer Support Team is available from 8:30am to 8:30pm MT, Monday through Saturday. You may submit unlimited support requests at no extra cost.