1. The web menu
On the left you have the menu, in seven groups:
- Day to day: Home, My animals, Reports and rescues, Tasks, Calendar, Messages and Kennels.
- Foster care: Foster homes.
- Adoptions: Applications, Follow-up and Stories.
- Outreach: Showcase & invites, and Events and fairs.
- People: Members & godparents, Vets and Team.
- Management: Reports & exports, Billing & grants, and Inventory.
When an entry brings two things together, its page has a tab for each one at the top: Team has App access and Volunteers; Members & godparents, Members and donors and Godparents; Showcase & invites, Public showcase and Invite adopters; Reports & exports, Reports and Exports; and Billing & grants, Billing and Projects and grants.
At the bottom are Settings, Help and Feedback. Only the modules your shelter uses show up: you can see them in Settings → Modules.
2. On your phone
At the bottom you have Home, Animals, Tasks, Messages and More. More has the rest of the menu, with the same names and in the same order as on the web, plus Health and Fees and sponsorships. Below that, Your shelter (edit the shelter, adoption questionnaire and tax details) and Your account (app settings, pending uploads, help, feedback and log out).
3. Team roles
Each team member has a role, which you choose when you invite them in People → Team:
- Owner: the person responsible for the shelter.
- Administrator and Manager: see the full menu.
- Volunteer: sees a reduced menu with the day-to-day: animals, tasks, calendar, messages, kennels, applications, follow-up, stories and vets. They don't see Public showcase, Invite adopters, Members and donors, Sponsors, Team, Reports, Billing, Exports or Settings. If the public showcase is on, they have View my showcase to open it.
Some changes, such as the public showcase, can only be made by the Owner or an Administrator.
4. Changing someone's role
In People → Team you can change each person's role or remove them from the team.