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How do I Assign Volunteers to an Opportunity?

Amy Vitulli
  • Updated

Volunteers can be assigned to roles and items by accessing the Opportunity's Dashboard and selecting the Assign tab.

Invite the Volunteers

Before you start assigning volunteers to time slots, make sure they are on your People page. You will not be able to assign them to an Opportunity if they are not listed as a volunteer in your account first. If this situation applies to you, follow these steps first before assigning these volunteers to your Opportunity:

  1. Access your organization's Admin Dashboard.
  2. Click on People from the navigation menu and look for the volunteer you want to assign to an Opportunity.
  3. If you cannot find your volunteer, click "Invite People" in the top right corner.
  4. On the next page, type the email address for your volunteer in the empty box and click the "Send Invites" button below that.
  5. Then go to the next step of the task below to assign this volunteer to an Opportunity.

Assign the Volunteers

  1. Access your organization's Admin Dashboard.
  2. Select Opportunities on the left navigation menu.
  3. Access the Opportunity Dashboard by clicking the Opportunity Name.
  4. Click on the Assign tab at the top left-hand corner of the box (next to Manage).
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  5. Make sure that the Opportunity is in the filtered Date Range. You can expand or narrow the date range to ensure you're viewing your desired serving dates.
  6. Start typing in the name(s) of the Volunteers (or a Group you have created) that you want to Assign.
  7. Click on one or more of the potential Volunteers in the box on the right-hand side of the page.
  8. Once you have selected the right volunteer(s), click on the gray circle that says "OPEN" to put the volunteer in that spot.
  9. Press the "Save Assignments" button on the right-hand side of the page and your requested volunteer.
    vomo2.png
  10. That's it! All of your newly assigned Volunteers will receive a Confirmation message that they are signed up to serve on your Opportunity's Serving Dates!

* If at any time, you need to remove someone from one of the Opportunities that you assigned someone to, you can Remove them by using the Manage function of the Opportunity Dashboard.

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