If you'd like your volunteers to view the service plan in Elvanto (without giving them editing rights), you can adjust their Access Permissions accordingly. This allows them to see important scheduling details while maintaining control over editing privileges.
Steps to Grant View-Only Access to Service Plans
- Log into Elvanto as an Admin.
- Navigate to People > All People.
- Use the search bar to find the volunteer you want to update.
- Click on their name to open their profile.
- Scroll to the Access Permission section of their profile.
- Select the appropriate permission level, and ensure the following boxes are checked:
- View Service Plans (or equivalent view-related access under the Services section).
📝 Make sure edit permissions are not selected unless needed.
-
Click Save to apply the changes.