Step 1: Click on the Home tab Step 2: From calendar, look for the position for which you want to assign volunteers. (While creating that position only, you would have defined whether this position is for – Individuals  or  Groups  or  Individuals and Groups)   Step 3:  Click on Actions button for that position.   […]

Approving Volunteer Service Hour Requests:     While creating a position itself, you can choose whether to auto-approve volunteer service hour requests or manually approve them. If the checkbox is ticked, requests will be auto-approved. If the checkbox is not ticked, an Admin must approve requests via the Notifications tab.   Step 1:  Click on the Notifications […]

Adding tags to volunteers helps in categorizing and organizing them based on their skills, interests, experience, or roles. This improves volunteer management and ensures that the right people are matched with the right opportunities.   Step 1: Go to the Volunteers tab. Step 2: Click on the My Organization tab to see the list of […]

When creating an opportunity, you can ensure that only specific volunteers see it by using volunteer tags. This allows you to match opportunities with the right group of volunteers based on their skills or interests. Before creating an opportunity, ensure that your volunteers have relevant tags assigned to them. Tags help categorize volunteers based on […]

  Volunteer Check-In and Check-Out in the VM app can be managed by organizations through the Organization Info tab If the “Disable Check-In and Check-Out in VMApp” option is checked, volunteers will not be able to check in or check out from the VM app. If this option is unchecked, volunteers can check in and […]

When adding an additional user to the system, you can define their access level based on the selected Additional User Settings. These settings determine what parts of the system the user can access and manage. Step 3: Define User AccessSet user access levels by assigning permissions based on their role. Choose from Organization  level access  or  […]

Step1:  Go to ‘Volunteers tab’.  Click on ‘My Groups’ tab.   Step2: Click on the My Groups tab     Can search for the volunteer groups using the search box. Group members can be viewed by clicking on the numeric number to the right of the group pointed with arrow mark. Groups detail can be exported by […]

 Under the Volunteers tab, ‘Checked in Volunteers’ and ‘Check out time’ tabs show the details of the check in and checkout times of the Volunteers.  

  1.  Click on the ‘Organization Info’ tab. 2. Click on ‘Add Multiple Locations’ tab under the ‘Organization Info’ tab and add the details of the location.   Step 3: Add the details of the location   Step 4.: To add Admin users for the location, click on the icon pointed below for that location […]

         1. Click on ‘Custom Fields’ tab under the ‘Organization Info’ tab 2. The “Custom Fields” tab allows organizations to define the specific data they want to collect from users.  Two types of Custom Fields can be added- ‘Organization level’ custom fields- which will be displayed for all positions ‘Position level’ custom […]