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Getting Started as a Volunteer
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Getting Started as an Administrator
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Managing Your Organization (Administrator)
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Managing Your Opportunity (Administrator)
- Public Page
- Form Questions
- Signup Workflow / Recruitment
- Volunteers
- 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
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Managing Your Schedule (Administrator)
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Using the Mobile App (Administrator)
Role and Shift Settings: Default Volunteers Required and Signup Limits
To have more control over how you Roster your Roles and Shifts, use the Default Settings.
Default Role Settings
When creating or editing a Role, you can set the default Volunteers Required and the Default Signup Limit for said Role. The default volunteers required is the mark you have to hit to successfully staff a Shift and the Signup Limit is the cut-off. These numbers are used as the default when creating a shift, however making changes to these settings from the Roles tab will not be reflected within any existing shifts.
![FAQ deafult staff](https://knowledge.initlive.com/hs-fs/hubfs/FAQ%20deafult%20staff.png?width=593&height=598&name=FAQ%20deafult%20staff.png)
You can edit the default Min/Max by selecting the Role from the Roles tab and choosing 'Edit Details' from the 'Take Action' button.
![InitLive_-_Roles___Qualifications-4](https://knowledge.initlive.com/hs-fs/hubfs/InitLive_-_Roles___Qualifications-4.png?width=560&height=340&name=InitLive_-_Roles___Qualifications-4.png)
Shift Settings:
To give you more precise control over the Default Volunteers Required and the Signup Limit, you can adjust this on a Shift-by-Shift basis. This will override the default settings depending on what you choose for the Shift itself. For example, in the image below, I only need one Customer Service at any time during the chosen Shift and the settings reflect that.
![FAQ role in shift](https://knowledge.initlive.com/hs-fs/hubfs/FAQ%20role%20in%20shift.png?width=688&height=325&name=FAQ%20role%20in%20shift.png)
You can edit Default Volunteers per Shift by selecting them individually from the Shift pop-up, and in bulk with the 'Take Action' button when working with the Scheduled Shifts or Scheduled Roles List views.
![faq edit role](https://knowledge.initlive.com/hs-fs/hubfs/faq%20edit%20role.png?width=688&height=324&name=faq%20edit%20role.png)