How to: use roles when scheduling

Roles are a way to organise and group volunteers within your program's schedule. Think of roles as categories that help you manage different types of volunteer positions and their associated responsibilities.

Each volunteer has only one primary role in each program. When managing your schedule, roles give you some great organisational tools:

• Open shifts: You can create role-specific open shifts, ensuring the right volunteers see and request them. For example, you have a role for your volunteer drivers and their shifts, which your general volunteers should not see.
• Targeted communication: Send schedules or updates to only volunteers in specific roles.
• Schedule visibility: Toggle which role groups are visible in the schedule view to help you focus on what's relevant.

Create a role:

1. Navigate to a program
2. Select the program menu icon (the down-facing chevron) located at the end of the program name in the header
3. Select Manage program roles from the context menu that appears
4. When the Manage program roles modal appears, select the link 'add item...'
5. Type in the new role and select save
6. Repeat selecting 'add item...' and typing in the role
7. When finished, select the 'done' button

Assign a role

1. Navigate to the program's Volunteers tab
2. Select a volunteer to bring up their profile record
3. In the Overview tab, choose their role from the role dropdown