Overview
Groups allow you to organize volunteers to ensure only qualified people can sign up for specific roles. By defining a group—such as "Drivers" or "Medical Staff"—you can enforce requirements for sensitive jobs and easily communicate with those members.
How It Works
Create a group
- Click on the Groups pane on the left side of the screen.
- Click the + New group button to start a new group.
- Enter a name for the group (e.g., "Drivers") and click Create.
- Click + Add volunteers to select volunteers from your database.
- Select the volunteers you wish to add, then click OK.
Edit a group
- Modify members: Click the pencil icon to edit a selected member.
- Message group: Click the envelope icon to send an email or text to the selected member(s).
- Remove members: Click the X icon to remove the selected member(s).
Restricting jobs to a specific group
When creating or editing a job:
Check the "Restrict this job to members of the ____ group" box.
Select the desired group from the drop-down menu.
Click "Save".
Assigning group volunteers
- When a restricted position is selected, only volunteers in the group are visible.
Messaging group volunteers
- We can send an email or text message to a specific group by selecting the group in the "To" field.
Troubleshooting & Tips
- Permissions: The Groups pane only appears if your administrator account has the "Can manage groups" permission enabled.
- Empty Groups: A group must contain volunteers to work. If a group is empty, no one can sign up for jobs restricted to it.