Knowledge Base
Go to InitLive
Managing Your Organization (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
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 Organization (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
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 Organization (Administrator)
What is an Organization?
What is the Organization Staff List?
Public Page
What is in the Organization Page Descriptions Pop-up?
What displays on the Opportunity Preview?
Can I search or filter Opportunity Preview cards?
Staff & Volunteers
How do I add/remove columns on the Organization Staff list?
What can I search on the Organization Staff List?
How do I Export the Organization's Staff List?
What can I filter by on the Organization Staff List?
Can I bulk-remove users from Opportunities at the Organization level?
Where do I find my rejected applications?
Where do I find my pending applications?
Can I add a user to an Opportunity from their profile?
Can I move someone from the Waitlist to Scheduled at the Organization level?
Can I remove a user from Shifts at the Organization level?
Can I remove a user from an Opportunity at the Organization level?
Can I see the Schedule and Opportunities tabs for users in pending Applications?
What Shift actions can be taken at the Organizational Level?
Where can I see a volunteer's entire Schedule?
How do I see a volunteers schedule from the Organization level?
How do I see which Opportunities a user is in at Organization level?
How can I see a user's schedule as a read-only Manager?
Can I filter by permission levels for the Organization?
What is a basic user?
What are the different Organization permissions?
How do I grant Read Only permissions?
Is there a limit to the Staff I can have in the Organization?
Can I Filter Staff and Volunteers based on Hours Worked?
How do I add someone to an Organization?
What is the Organization Staff List?
How do I change a Staff member's permissions?
Creating PDFs From Staff List Exports
How can I recruit Staff & Volunteers to my Organization?
How to manage Applications to your Organization
Can I perform check-ins at the Organization level?
See more
Form Questions
Why can't I have the same nickname for multiple Form Questions?
How do I use Multiple Sub Questions in my Organization?
What answer types allow Multiple Sub Questions in my Organization?
What does it mean to Auto-Tag a Qualification?
How do I Auto-Tag Qualifications?
See more
Opportunities
How do allow someone to create Opportunities in my Organization?
How do I delete an Opportunity?
How do I quickly edit settings for an Opportunity?
How do I limit people from seeing Opportunities?
What is Live, Upcoming, and Past Opportunities?
How do I bulk change settings across Opportunities?
Can I duplicate/copy an Opportunity?
Manage your Opportunity list
How do I create an Opportunity?
How do I display my Public Opportunites?
How to Embed Public Opportunities on another site?
See more
Languages & Translation
Are the messages I send from the Organization Staff List Translated?
How many languages can I add to an Organization?
How do I check the preferred language of Organization Staff?
What is the Organization Language Settings tab?
What happens if a volunteer’s preferred language is not one that has been included in the Organization?
How do I delete a language from my Organization?
Where do I set the language options for my Organization?
Am I able to filter staff lists by the primary languages of Organization Staff?
Does the system automatically translate my Organization?
Am I able to have my Organization in multiple languages?
How do I need to format the .CSV file when importing Language Strings?
How will staff choose what language to view an Organization in?
See more
Integrations
Creating a Volunteer Dashboard in Salesforce
Creating Reports in Salesforce with Volunteer Data
Mapping Custom Data with Salesforce Integration
Manually add Synchronize with InitLive field to Salesforce Contact Layout
Connecting Salesforce from InitLive
How can Salesforce and InitLive be Connected?
Tips for Connecting Salesforce through InitLive
Salesforce and InitLive Integration
See more
Organization Qualifications
What are Organization Qualifications?
Reports
What is the Organization Deep Level Sent Email Report?
What is the Organization Mid Level Email Sent Email report?
Organization level Reports
Signup Workflow / Recruitment
Creating a Custom Approve/Reject to Organization Message
How do I send out the Shift Selection Link at the Organization Level?
Tags
Can I Auto-Assign Tags to Users?
What are Tags?
Email Templates
How do I edit or delete an Email Template?
Can I send messages from within the Library?
Can I edit Templates in the Library?
How do the folders in the Template Library work?
How do I edit the details of a template?
How do I create an Email Template?
Who can see templates I create?
Can I edit an email without updating the existing Email Template?
What is an Email Template
Can I delete Email Templates from the library?
What is the Template Library?
See more
Personalization Fields
How do I add Hours Worked into a message?
What are Personalization Fields?
Can I use Personalization Fields in Templates?
How do I create emails with Personalization Fields?
Email Communications
How do I see the Messages that have been sent?
Where can I see bounce rates on my Sent Messages?
What are Special Links?
Can I save a template with Special Links?
