Assigning volunteers to programs

A volunteer can be assigned to none, one or more programs in your organisation. There are several ways to add a volunteer to a program, including from the 'My Volunteers' section, the volunteer's record, or directly from the program itself.

Note: Program Coordinators cannot add volunteers to a program

Assign a volunteer to a program from My Volunteers

Navigate to My Volunteers
Select the checkbox on the right-hand side of the volunteer's line in the list. More than one volunteer can be selected
A 'bulk action' bar appears at the top of the table. Select the + add to program button
When the add to program modal appears, search for the name of the program and select it when it appears in the lookup
Select the Save button at the bottom of the modal to finalise

⭐ Tip: Before step 2 above, you can filter your list of volunteers to see, for example, those with a certain status or skill. This may help you assign the right volunteers

Assign a volunteer to a program from their record

Navigate to My Volunteers
Select the volunteer to bring up their record
On the Overview tab, select the add to program button
When the modal appears, select the program and their role (optional)
Select the Save button at the bottom of the modal to finalise

Assign volunteers to a program

Navigate to the program and select the Volunteers tab
Select the Add volunteers button
When the modal appears, select the dropdown to bring up a list of volunteers, search for and select any number of volunteers at once
Once done, select the Add button at the bottom of the modal to finalise