News and ideas to help customers make the most of their EZPartner service.

Admin users are users in your Relatrix Community Engagement Platform with an assigned role that grants them access to and permission to use one or more modules in your Administrator Console. With the 2019.7 Release several important changes were applied.

What’s Different About Admin Users Now?

Manage Role Assignments from Your Central Office Site

Rather than switching to campus sites to make Admin Role assignments you can now assign roles from the Central Office Site Settings function. From the Assign Role page you can quickly toggle between school sites and see all users assigned to a given role.

(NOTE: If a role is not defined to make it ‘Available To ALL Sites’ you will not be able to toggle to different school sites.) 

Quickly Switch between Editing and Assigning Admin Users

If you are on the Define Role page you can quickly switch to the Assign Role page to begin assigning the selected Role to your users.

Campus/Site Admins Can Only Assign Roles

The Admin Role function no longer allows the creation or editing of roles at the campus/site level. This means you cannot set up a role for a single campus. Instead, you can create a role at the Central Office and make it ‘Available at ALL Sites.’ This will allow site/campus administrators the ability to assign the Role to users at their site.

Volunteer Administrators Can be Regular Users

If you are an EZVolunteer customer you may be glad to know that your EZVOL_Site_Admins (formerly VMS_VolCo) are not required to have a volunteer record in the system before being assigned as an Administrator.

(NOTE: If your EZVOL_Site_Admins are also serving as volunteers and need to have their hours recorded they will need a volunteer record.)

Did My Administrators Get Reassigned?

Yes. As part of the upgrade process, we were able to transfer all admin users assigned to one of our primary admin roles to a new admin role. 

Roles we moved over to the new release include –

  • Enterprise_Admin (formerly ENT_Admin)
  • EZCOM_Site_Admin (formerly INT_Admin)
  • EZCOM_Site_Publisher (formerly Publisher)
  • EZVOL_District_Admin (formerly VMS_Admin)
  • EZVOL_Site_Admin (formerly VMS_VolCo)
  • EZPTR_Site_Admin (formerly Staff)

Other roles you may have created for your organization’s custom use were kept but not translated to a new role; however, any user assigned to a custom Admin Role remained assigned to that role after the update.

Were Any New Roles Created?

For EZPartner customers we created a new school-level role (EZPTR_Site_Admin). This role can be used to grant campus administrators more permissions than were available as an EZPartner Staff user.

EZPTR_Site_Admin users can –

  • View the Partner dashboard for their campus
  • Create requests and assign any registered staff member as a contact for the request
  • View and communicate with partners who have selected their school on their partner profile
  • Record outcomes for any requests at their school or offers that have been ‘matched’ to their school
  • Report on EZPartner data for their campus

As part of the 2019.7 Release we assigned all EZPartner Staff to this new role so they will have access to what is happening in EZPartner across their school and not just in their own account.

How do you emphasize the importance of your Partners in Education program to your district and your community? Do you present important data in an easy to understand format that will make your partners and school administrators want to continue to grow your program?

According to market research, the average person is exposed to about 5,000 messages per day. That makes it challenging to keep your audience engaged if you only deliver multi-page reports or even a press releases about program impact. Instead – try an infographic. Infographics are a popular form of content not only for people to view, but also to share across multiple channels including social media.

One of Relatrix’ EZPartner customers, Oklahoma City Public Schools in collaboration with their Foundation, recently published an infographic to share the cumulative impact of their ‘Partners In Action’ program. The infographic highlights:

  1. Number of partners enrolled in the program
  2. Projects completed
  3. Dollars raised and the impact the dollars had
  4. Snap shot of schools hosting major events
  5. List of schools with partners

Your new EZPartner Dashboard contains much of this information and is just a click away when you sign-in. The rest you can obtain from the EZPartner Reports module. From your dashboard get a quick read of:

  1. Outcomes in terms of Students, Staff, Volunteer and Donations from your program
  2. Most recently signed up partners
  3. Category breakdown of partner offers and school requests
  4. Most active requests and offers, based on outcomes

Don’t be afraid to spur some friendly competition between campuses highlighting your most active campuses and partners using the above data in your infographic.

As you plan for the coming year, consider setting goals for your schools and program in terms of the data and outcomes you are tracking. Do you want to register 100 new partners? Complete 200 projects? Connect 400 students with mentors or enroll them in internships? These goals will help everyone focus on specific actions to take and data to log into EZPartner.

Share your infographic on your social networks, in your district newsletter, with your school administrators, on your website, and with prospective partners. An infographic can help demonstrate your success while allowing your partners and schools to see endless possibilities working with your Partners in Education program.

For more details on building an effective infographic, check out this blog post by Hubspot, an online marketing company or simply Google ‘Popularity of Infographics.’


We want to send a big shout out to Oklahoma City Public Schools Community Engagement Department and The Foundation for Oklahoma City Public Schools  for sharing their infographic and a snapshot of what EZPartner can do.

This document is available in the Relatrix Help Center and is a guide for school staff who are responsible for entering and tracking resource requests, working with their school partners in meeting those requests and recording the outcomes of their resource requests.

It should be used in combination with Staff Introductory Training that should be scheduled with your district Partners In Education coordinator.