Knowledge Base
Go to InitLive
Managing Your Opportunity (Administrator)
Getting Started as a Staff/Volunteer
Contact Manager
Account Settings
Mobile App Overview
Shifts
Opportunities
Groups
Availability
Hours Worked
Organization
Form Questions
Qualifications
Roles
Alerts & Notifications
Tags
Getting Started as an Administrator
Account Settings
Tags
Communications
Shift Supervisor
Check-In Administrator
Managing Your Organization (Administrator)
Public Page
Staff & Volunteers
Form Questions
Opportunities
Languages & Translation
Integrations
Organization Qualifications
Reports
Signup Workflow / Recruitment
Tags
Email Templates
Personalization Fields
Email Communications
Managing Your Opportunity (Administrator)
Public Page
Form Questions
Signup Workflow / Recruitment
Staff
Opportunity Settings
Roles
Qualifications
Venues & Locations
Groups
Availability
Attendance Tracking
Reports
Languages & Translation
Hours Worked / Service Time Tracking
Tags
Email Templates
Personalization Fields
Email Communications
Managing Your Schedule (Administrator)
Understanding the Schedule
Shifts
Draft Shifts
Rostering
Shift Signup
Confirmations & Reminders
Using the Mobile App (Administrator)
Administrator Overview
Groups
Back to home
Knowledge Base
Managing Your Opportunity (Administrator)
Getting Started as a Staff/Volunteer
Contact Manager
Account Settings
Mobile App Overview
Shifts
Opportunities
Groups
Availability
Hours Worked
Organization
Form Questions
Qualifications
Roles
Alerts & Notifications
Tags
Getting Started as an Administrator
Account Settings
Tags
Communications
Shift Supervisor
Check-In Administrator
Managing Your Organization (Administrator)
Public Page
Staff & Volunteers
Form Questions
Opportunities
Languages & Translation
Integrations
Organization Qualifications
Reports
Signup Workflow / Recruitment
Tags
Email Templates
Personalization Fields
Email Communications
Managing Your Opportunity (Administrator)
Public Page
Form Questions
Signup Workflow / Recruitment
Staff
Opportunity Settings
Roles
Qualifications
Venues & Locations
Groups
Availability
Attendance Tracking
Reports
Languages & Translation
Hours Worked / Service Time Tracking
Tags
Email Templates
Personalization Fields
Email Communications
Managing Your Schedule (Administrator)
Understanding the Schedule
Shifts
Draft Shifts
Rostering
Shift Signup
Confirmations & Reminders
Using the Mobile App (Administrator)
Administrator Overview
Groups
Managing Your Opportunity (Administrator)
How do the folders in the Template Library work?
Public Page
What is the Public Page Toolbox?
What is in the Opportunity Page Descriptions Pop-up?
What is in the Page Settings Pop-up?
How do I add an Image to my Public Page Description?
How do I turn on Preview Shifts for the Public Page?
What displays on the Shift Preview?
Can I search or filter Shift Preview cards?
Which Shifts will appear in the Preview on the Public Page?
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Form Questions
What does it mean to Auto-Tag a Role or Qualification?
How do I Auto-Tag Roles & Qualifications?
What answer types allow Multiple Sub Questions in my Opportunity?
Can multiple Roles & Qualifications be Auto-Tagged?
Signup Workflow / Recruitment
What is the Shift Selection Link?
Staff
How do I edit Opportunity Staff information?
Opportunity Settings
Ready to Launch Checklist
InitLive Permission Levels
How do I change the Opportunity Primary Manager?
What are the Opportunity Visibility Settings?
How to use Private and Public Roles/Shifts
Why can't I update my Opportunity Time Zone?
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Roles
How do I enable Shift Waitlisting?
What is Shift Waitlisting?
How do I assign a Role?
How do I create a Role?
What is an Opportunity Manager?
What is a Role Manager?
What is a Shift Supervisor?
What is a Checkin Administrator?
Role and Shift Settings: Default Staff Required and Signup Limits
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Qualifications
What are Opportunity Qualifications?
Venues & Locations
What are Venues & Locations?
Groups
What Is the Group Management Feature?
What is a Group Type?
What is a Group Member?
What is a Group Leader?
How do I get people into a Group?
How do I register a Group?
How do I Register / Create a Group?
What is Group Signup Visibility?
How do I remove people from a group?
How do I schedule a Group / add a Group to a Shift?
What is Group Splitting?
How Do I Edit Group Shift Totals?
How Do I track a Group Onsite?
How do I track the Group Attendance?
Can I pull a report on group activity?
How does InitLive calculate the total amounts worked for Number-Based groups?
How does InitLive calculate the total amounts worked for Account-Based groups?
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Availability
Collecting Opportunity Availability
How do I manage Availability?
Attendance Tracking
Can I Auto-Assign Hours Worked?
General Check-in/Check-out VS Shift Check-in/Check-out
Reports
What is the Opportunity Deep Level Sent Email Report?
What is the Opportunity Mid Level Sent Email Report?
Opportunity level Reports
Languages & Translation
What is the Language Settings tab?
Where do I set the language options for my Opportunity?
How do I set the language for a new Opportunity?
Am I able to have an Opportunity in multiple languages?
How will staff choose what language to view an Opportunity in?
How do I delete a language from my Opportunity?
Am I able to filter staff lists by primary languages of Opportunity Staff?
Does the system automatically translate my Opportunity?
What happens if a volunteer’s preferred language is not one that has been included in the Opportunity?
How do I check the preferred language of Opportunity Staff?
Are the messages I send from the Staff List Translated?
Why are my Organization Qualifications and From Questions not displaying in the Opportunity Language Settings Tool?
Why does the Opportunity Waiver template not appear in the Language Settings?
How many languages can I add to an Opportunity?
I created an Opportunity in the wrong Primary Language, can it be changed?
How do I translate my Formatted Page Description?
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Hours Worked / Service Time Tracking
What happens if I change my Auto-Assign Hours Worked settings?
Tags
Can I Auto-AssignTags to Users?
Email Templates
Automatic Opportunity Invitation/Welcome Messages
Can I edit Templates in the Library?
How do I edit the details of a Template?
How do I create an Email Template?
Can I edit an email without updating the existing Email Template?
How do I edit or delete an Email Template?
What is an Email Template?
How do I find an Email Template?
How do I insert a Template into an Email?
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Personalization Fields
How do I add Hours Worked into a message?
What are Personalization Fields?
Can I use Personalization Fields in Templates?
Can I preview Personalization Fields before sending?
How do I create emails with Personalization Fields?
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Email Communications
Can I send messages from within the Library?
Can I delete Email Templates from the library?
What is the Template Library?
How do I see the Messages that have been sent?
Where can I see bounce rates on my Sent Messages?
Can I create my own Special Links?
What are Special Links?
Can I save a template with Special Links?
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