Admins and Organizers can invite volunteers to create their own Virtuous Volunteer user account. You will use the People page in the Admin Dashboard.
Invite a Few
- Navigate to your Admin Dashboard.
- From the menu on the left select People. Then select "Invite People"
- To invite a few volunteers, type or paste their email addresses in the input section. Make sure to select "volunteer" as their user role before clicking Send Invites.
Bulk Invite
- To invite a large list of volunteers, scroll down to Bulk Invite. You will have to upload a CSV document with the names and emails (required) of the volunteers you are wanting to invite to be active users in Virtuous Volunteer. Download the appropriate template (Microsoft Excel and Google Docs are supported). Replace the sample info with the appropriate info for your volunteers.
Note: The bulk invite process can accommodate a maximum of 500 invites per CSV file. For invite volumes larger than 500, it's necessary to create sections of 500 People per CSV file.
The following data can be imported when inviting a volunteer:
- Email (required)
- First and Last Name
- Phone
- Background Check Date: the date they received a cleared background check status.
- Groups: group(s) that you want to add the volunteer to in your People section. These groups (and subgroups) have to already be created in your Admin Dashboard first.
- Volunteer Notes
- Save this the CSV document to your computer in a place you can easily find it.
- Back on the Invite People page of the dashboard, select the "Upload a CSV" button.
- Navigate to the CSV document you just created and saved to your computer and upload it.
*Once you upload the CSV document email invites will AUTOMATICALLY be sent. So make sure you all of the info is correct before uploading. Everyone on your CSV template will be invited as a "user." So if you want someone to be an "organizer" or "admin" you will need to change their role manually.