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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)
What are the different Organization permissions?
There are three main permission levels that a user can have for an Organization:
- Basic User
- Opportunity Manager
- Organization Manager
Basic User
This is the default setting for when a user is added to the Organization, and is the lowest level of permission. These users are most often referred to as Volunteers and do not have any administrative capabilities.
Note: Basic users can be assigned Role Manager, Shift Supervisor and Check-in Administrator capabilities at the Opportunity Level.
Opportunity Manager
This is the second level of administration. Users assigned this permission do not have administrative access to the Organization Level. Opportunity Managers can create Opportunities on behalf of the Organization and can add, edit, or delete anything within the constraint of the Opportunities they create.
For this user to gain administrative access over pre-existing Opportunities that they did not create, they must be placed into the Opportunity and assigned the Manager Role.
Organization Manager
The highest level of permission, providing visibility across all administrative levels. There is an additional level for Organization Managers, where they can be set up as Read Only.
