How do I make someone a Volunteer?

To add roles specifically for volunteers, as an admin go to Manage>Roles>Add New

 

Enter the name of the volunteer position and check off the box to indicate that this is a volunteer role:

 

 

You can also set questions for this role:

 

 

Click Save and it'll be created. You can go back to Manage>Roles and click the name of the role to edit it if needed.

 

Enroll Volunteers

Once the Volunteer Roles have been set up, you can begin to assign these roles to users. To do this:

• Impersonate the user and navigate to Profile>Volunteer Roles

 

 

• Click on the button for Manage Volunteer Roles for the user or the entourage member of the user and check off the box of the volunteer role this user wants to be associated with. If there are any corresponding questions, these will now appear.
• Enter the answers and click Save.
• Users can then repeat the process for themselves or any other entourage users.  If they change their mind, they can de-select the volunteer role option from the same area.
• Users can volunteer at the end of an online registration. Once payment is complete for an online invoice, the system will prompt the user to select themselves or a user from their entourage/family to volunteer. If the user selects “No Thank You” they will be returned to their invoice to print or close.  If they have done this in error, they may still register to volunteer via the instructions above (Profile>Volunteer Roles).
• The user will receive a confirmation that the role was successfully added and may now repeat the process to volunteer another user from the family/entourage.

 

 

If you wish to collect volunteer registrations for online registration, you must also add the volunteer roles to the programs where you require volunteers.

 

To do this, navigate to the program you are adding or editing.  On the first page is a field for Volunteer Positions.  Add any of the previously setup roles that are required for this program that you want to accept registrations for:

You can add multiple volunteer roles to any program.  If the volunteer role is not found, return to Manage>Volunteers and ensure that the role exists and has been selected as a volunteer (select box as per the first screenshot above).

 

Repeat as necessary for all programs that require volunteers.