Admins and Organizers can invite volunteers to create their VOMO account in the People section of the Admin Dashboard.
Invite a Few Volunteers
1. Login to your VOMO account.
2. Navigate to your Admin Dashboard
3. From the menu on the left select People
4. To invite a few people, type or paste their email addresses in the input section. Make sure to identify their proper Permissions Role before clicking the Send Invites button.
Bulk Invite a List of Volunteers
1. To larger groups of volunteers at once, select "Bulk Invite" section. You will have to upload a CSV document with the names and emails of the individuals you are wanting to invite to be users. Download the appropriate template (Microsoft Excel and Google Docs are supported). Replace the sample info with the appropriate info for your volunteers. The following data can be imported when inviting a volunteer:
- First and Last Name
- Background Check Date: the date they received a cleared background check status.
- Groups: a 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. Read this article for more info.
- Volunteer Notes
2. Save this the CSV document to your computer in a place you can easily find it.
3. Back on the Invite People page of the dashboard, select the "Upload a CSV" button.
4. 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.