Volunteer Admin

Most, but not all, of the Volunteer Admin functions can be performed via the web site. E-Mail administration is done externally on your web hosting server.

Many of your volunteers will be added to the team simply to coordinate events. Administering these volunteers is fairly straight-forward. The process gets a bit more complicated when you're administering volunteers who require special access on the web site (ie. treasurer, safety officer, president) and/or are responsible for receiving/answering e-mails sent to standard addresses.

The information on this page starts with a description of the functionality available to administer volunteers. This is followed by some examples of performing a few volunteer admin actions.

Functionality

  1. Volunteer Admin: Use this screen to designate which members are on your volunteer team. People who are already on the volunteer team appear first, followed by those members who are not on the volunteer Team. Features available:
     

    1. Add a new Volunteer: Find the person's name in the list and click their Username. Click "Yes" for "Volunteer?". Enter a zero for "Officer #" unless this person is joining your admin or executive team. Enter their Title and Bio and click "Submit". You may format the bio using HTML.
       

    2. Remove a Volunteer: Find the person's name in the list and click their Username. click "No" for "Volunteer?" and save. They will disappear from your "Volunteers" list and will lose the ability to access the volunteer features of your web site.
       

    3. Update a Volunteer: Find the person's name in the list and click their Username. Update their relevant details and click "Save". If the volunteer is joining your admin/executive team, enter a number higher than zero in the "Officer #" field. This will move them to the left-hand side of your "Volunteers" list, and will place their name on the list in order of the "Officer #".
       

    4. Assign Volunteer Security Privileges: If a volunteer is an Administrator or an Executive Team member, they may need access to additional functionality on the web site beyond the features available to event coordinators. If your volunteer requires additional privileges, assign them here. Note that if someone's name should be listed as doing a specific job for your organization, you may also need to have your webmaster update the "Option" which is used to specify the name for some standard roles. See the Webmaster section of this manual for more information.
       

  2. Volunteer Photos: Volunteer Photos are shown on your "Volunteers" list as well as on the member profile page for volunteers. Use this page to upload a photo for a volunteer and mind the NOTES - the photo must be saved in a specific configuration for it to appear properly.
     

  3. Executive/Admin E-Mails: The web site includes several pre-defined e-mail addresses, for example, pres@, treasurer@, and so on. In order for the appropriate person to receive the e-mails sent to these addresses the addresses must be defined on your web hosting server.

Examples

  1. Add an Event Coordinator
     

  2. Update a Volunteer's Info
     

  3. Assign a Volunteer Role
     

  4. Remove a Volunteer from a Role