Assign a Volunteer Role (Exec/Admin)

When a volunteer is responsible for performing a specific role for your organization over and above event coordination, you will have to take care of a few additional things to ensure they're set up properly. If a brand new volunteer jumps straight to a "more than event coordinator" role, use the "Add an Event Coordinator" instructions to set them up on the volunteer team before performing these steps.

  1. Update the volunteer info on the web site

    1. Log in to the web site
       

    2. In the left nav click "Volunteer Admin" under "Officer/Administration"
       

    3. Find the person's name and click their Username
       

    4. Enter a non-zero number for Officer #. These numbers are used to determine the order that the officers/administrators show up on the left side of your volunteers page. They have no special meaning (ie. you do not have to use 1 for president), so you just have to assign them sequentially to sort your volunteers appropriately
       

    5. Update their Title - if they do more than one job, be sure to separate all the titles with a comma (this will ensure they display one per line in the volunteer bio)
       

    6. Update their Bio if required
       

    7. Grant them any required security privileges by checking appropriate boxes (only available for admin or exec team members)
       

    8. Click "Submit" to save
       

  2. Update the "Name" option so that their name appears properly on the web site as performing that role.

    1. Check the Webmaster section for the web site "Options" applicable to their role. For example, for your Communications Officer, you must update the CommunicationsName option. For your President (or whatever you call your head honcho), you must update the PresidentName option
       

    2. Click "Web Site Options" under "Webmaster" on your left nav. If you haven't got this option you will need help from the president or webmaster to do this step
       

    3. Find the appropriate option in the options list and edit them. If this is the only person performing this position, simply put their name into the "Name" option Ref 1. If they are sharing the position, you must put all names into the "Name" option Ref 1 (separated however you like)
       

  3. Assign them to any required standard e-mail addresses

    1. Check the Webmaster section for any standard e-mail addresses applicable to their role
       

    2. Log on to the web hosting server
       

    3. Using the functionality of your web hosting server, update the appropriate e-mail addresses (add this person, and if applicable, remove anyone who is no longer performing this job)

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