All information on a volunteer that is gathered during the registration and induction process can be changed by the administrator. You can edit the volunteers details by following the steps below: Go to Volunteer Management > Find Volunteers and search for the volunteer. Click on the Volunteer Information button. Click on the Edit Volunteers Details […]
Category: Volunteer Management
Impersonating a volunteer
The impersonate function allows the administrator to essentially login as a volunteer and see exactly what the volunteer can see. It is often used when talking a volunteer through a process over the phone, or to check a issue with the system that a volunteer has reported. You can impersonate a volunteer by following the […]
Deleting a volunteer
When a volunteer is DELETED you will no longer be able to find them in the system and they will no longer be able to login. Their data is first made anonymous, then most of their information is deleted apart from logged hours and opportunities which need to be kept for reporting purposes. How to delete […]
Clearing A Volunteer
Once a volunteer has registered on the system, depending on your setup (SETTINGS > OPTIONS) they may have to be cleared by the administrator before they can apply for any opportunities. This is usually used when the administrator wants to speak to the volunteer by phone before they are allowed to join any opportunities. By […]
Searching for volunteers
We hope that so many volunteers register with your service that searching through them one by one becomes impossible! Once this is the case you should use the extensive filters available to search for volunteers by going to [ADMIN MENU] VOLUNTEER MANAGEMENT > FIND VOLUNTEERS Searching By Name There is a number of ways you […]