How do I edit Opportunity Volunteer information?

To update or edit any information specific to a volunteer in your opportunity, click the Volunteer List icon.

On the Volunteer page, you can see:

• How many volunteers are in your opportunity
• Whether or not volunteers have checked in
• Volunteer roles
• Contact information
• Other columns that you add, including hours worked, contributions, availability, groups, tags, scheduling details, answers to form questions, tags, and more.

Select any volunteer from this list to view their individual profile. If the volunteer has not logged in to their account yet, you can edit the information in their profile. In the profile, click any tab from the navigation menu and then click Edit.

Note: If a volunteer has activated their account, you are only able to make changes to Opportunity-specific information. Profile data like name, email, and contact information is only editable by the account owner at this point. For more information on why, please take a look at our GDPR information page.

In the Volunteer profile, you can also add Internal Notes and Ratings. These notes act as a review of the volunteer, and the average of all the star ratings decides their overall rating. You can use this to keep an eye on the performance quality of your volunteers. Please note, the volunteers are unable to see the notes you add, but other management will, depending on the permissions you configure.

To configure these permission settings, navigate to the 'General Opportunity Settings' tab in your Opportunity. If you scroll right down to the bottom, you will see the 'Internal Notes & Star Rating Permissions'. Here you can decide who has access to read and/or write notes.

You cannot edit them, though you can also remove/delete these Internal Notes. You must do this from the Organization level. In order to delete Internal Notes, follow these steps:

1. Go to My Organizations.

2. Click "Volunteers" on the left side of the page.

3. Click on the name of the user whose Internal Note needs to be deleted.

4. Click "Internal Notes" within their profile.

5. Delete.