How Do I Create a Group of People? – VOMO

Virtuous Volunteer Groups allow you to organize people into teams to best track their participation as well as easily assigning them to Opportunities! Let's discuss how Groups can be organized into three levels of groups and subgroups and how to create them.

Group Overview
Create a Group
Create a Subgroup

Groups Overview

Groups are simply collections of people. They might be based on the different organizations that come and serve at your facilities, like church groups or local businesses that donate their time. Or you might need to organize Groups based on internal teams volunteers serve on.

Groups are helpful for admin, as they include easier reporting for shared metrics, messaging, and ability to share new opportunities with the relevant volunteers.

Groups can be sorted into three different levels rolling up members and hours into the higher-level Group.

Group at level 1, or the parent Group, should represent the highest level of organization. For example, a level 1 Group could be Schools as a broad category that houses all of your school related volunteer Groups. Within that Schools Group could be Subgroups at level 2 that represent individual campuses like Northside Elementary or Eastside Middle School. Finally, at level 3, there would be Subgroups within each of those level 2 campuses, for example, the different grades at Northside Elementary.

Create a Group

It is recommended to map out what levels you want each Group to exist at before creating.

When you’re ready to get started creating a new Group, navigate to the Groups page under People in the admin dashboard. Then, press the + Create Group button in the top right corner.

Enter the following information:

Group Name
Join Causes
Description
Parent Group: leave this section blank if you are creating a level 1 Parent Group
Opportunity Group Reservations: select this checkbox if you want to Allow Non-Group Members to Claim Group Reservation Spots at Check In. This option is helpful if your Opportunity includes volunteers where many of them do not already have Volunteer Profiles, and you need the ability to manage walk-in registrations easily. The new volunteers will be able to join and contribute to the Group’s serving metrics at check-in.

Press the Save button in the top right corner and the Group Dashboard will appear.

Notice that there is a new action button in the top right corner called Create Subgroup. Click that button and then move on to the next section below to learn how to create level 2 and level 3 Subgroups.