Organization Memberships

Adding Volunteers to Organizations in Your Enterprise

Add a Volunteer to an Organization in Your Enterprise

By searching for (i.e. using People >> Search; not the “Quick Search” feature) and editing a volunteer’s profile at the enterprise level, you can add a volunteer to any of the organizations in your enterprise. This cannot be done in bulk; it must be done one at a time.

  1. Go to: People >> Search
  2. Enter the desired search criteria and run your search.
  3. Edit the desired profile.
  4. Open the “Organizations” tab
  5. Click the [Options] button to the left of the organization name and select “Add to Organization”

The profile will be added as a volunteer in that organization.  The status will either be “Accepted” or “Applicant”, depending on the settings (i.e. “New volunteers require approval”) for Application Form 1 in the selected organization.

NOTE

To make a person an administrator in a specific organization, you must first add them to that organization, then log on to the organization and add them to the Administrator Module.

Change a Volunteer's Status in an Organization

  1. Go to: People >> Search
  2. Enter the desired search criteria and run your search.
  3. Edit the desired profile.
  4. Open the “Organizations” tab.
  5. Click the [Options] button to the left of the organization name and “Change Status”
  6. Select the desired new status from the drop list
  7. Click the [Change Status] button

Remove a Volunteer From an Organization

While a volunteer can be removed from an organization at the organization level, you can also remove a person from an organization at the enterprise level.

  1. Go to: People >> Search
  2. Enter the desired search criteria and run your search.
  3. Edit the desired profile.
  4. Open the “Organizations” tab.
  5. Click the [Options] button to the left of the organization name and select “Remove From Organization”
  6. Click the [Confirm] button

NOTE

You can only remove a volunteer from an organization here if they belong to more than one organization in your enterprise. To remove a volunteer from the last (only) organization to which they belong, log on to the organization and go to People >> Manage Volunteer Status >> Remove Volunteers.

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