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What is the difference between the Opportunity Owner and the Point Person?

Matt Bailey
  • Updated

In the Advanced Settings of an Opportunity (in the Admin Dashboard), has a place where you can designate the Opportunity Owner of the Opportunity you are creating or editing.  By default, this will be the Admin or Organizer who creates the opportunity, but it can be changed to any Admin or Organizer in your account. To assign this opportunity to be managed by someone else, make sure to update this field with the correct VOMO user to own the opportunity.

Opportunity Owner

Point Person

 

Opportunity Owner

Opportunity Owners will receive the notifications when volunteers join and leave, can manage and assign volunteers to the opportunity, edit/verify hours after the opportunity is over, and can edit or delete the opportunity no matter which Role they have in the Admin Dashboard of your account.

TIP: Remember that Admins can manage, assign, edit/verify hours, etc. on all opportunities in the Admin Dashboard, so if you are an Admin and designate one of your Organizers as the Opportunity Owner, they will be able to manage, assign, edit/verify hours, etc. the opportunity without you losing your ability to do the same. However, only the Opportunity Owner will get the notifications when someone signs up or leaves the opportunity.

 

Follow these simple steps to make an admin or organizer the Opportunity owner:

  1. Access your Admin Dashboard.
  2. Select Opportunity on the left navigation menu.
  3. Select Edit to the right of an existing Opportunity (OR New Opportunity in the top right corner if the Opportunity does not exist yet).
  4. Under Details scroll to the very bottom and select Show Advanced Options (learn more about the entire list of options here).
  5. Under Opportunity Owner select an admin or organizer from the dropdown menu.

Point Person

The Point Person is different than the Opportunity Owner. While the Opportunity Owner serves as the primary staff user that is managing the Opportunity from the Admin Dashboard, the Point Person serves as an *optional point of contact if the Opportunity Owner needs someone different to communicate directly with the volunteers. The Point Person's contact info will not show up publicly on the Opportunity's sign-up page. Instead, it will be sent in the follow-up confirmation and reminder emails to the volunteer after they join. Also, when they click the "contact" button on the Opportunity page, the Point Person's email address will be included in the email the volunteer sends.

 

You can update the Point Person info in the Opportunity's Advanced Options. 

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