Providers can customise their own profile page allowing them to add a logo, cover image and description. When a volunteer searches for opportunities the providers name is always displayed next to the opportunity name, if a volunteer clicks on the providers name then they are taken to the providers profile page. Prividers can also point […]
Category: Provider Management
Exporting Provider Information
Goto REPORTS > DOWNLOAD DATA then click on the DOWNLOAD PROVIDER CSV DATA button. This will export a CSV file which will allow you to open or save the data (probably in Excel). The following data is exported: – Name -Phone -Contact -Email -Address -Postcode -Number of Volunteers -Volunteer Hours -Provider Hours
Impersonate a Provider
When searching and viewing your providers from the OPPORTUNITIES & PROVIDERS > PROVIDERS page, you might have noticed that there is a button under each provider labelled ‘Impersonate Provider’. This will open a new window which is logged in as the provider (without needing to know there password), allowing you to see everything that they […]
Removing a Provider
You should only remove a provider if they have been added by mistake. By removing a provider you are completely deleting their information from the system, you will have to raise a support ticket to retrieve this information so make sure before you remove them. If the provider is no longer using the system then […]
Editing the Provider Details
To Edit a provider you must follow the steps below: 1. Search for the provider – OPPORTUNITIES & PROVIDERS > PROVIDERS. 2. Click on the Edit button . 3. Edit the provider details. 4. Click on the UPDATE DETAILS button.
Activating a Provider
Providers need to be set to ACTIVE before they can login to the system or any of their opportunities will be live on the system, they are limited to only having the ability to create an opportunity. If you want providers to automatically be activated on the system then you must go to SETTINGS > […]
Searching for a provider
You may want to find a provider to update their details, remove them or see what opportunities they are offering. To find a provider you need to follow the steps below: 1. Go to OPPORTUNITIES & PROVIDERS > PROVIDERS 2. Enter the name of the provider into the search bar (you can just enter the first few […]
Logging Hours On Behalf Of Providers
Volunteers love to see their hard work rewarded and their hour totals are one of the most visible ways in which they see their progress, so its important that their hours are logged. The volunteer can log their hours from their dashboard but these only count as unconfirmed until a provider or admin corroborates them. […]