Group Management Overview [VIDEO]

Groups are a way for you to keep track of external organizations, clubs, etc., that work with you as well as internal named groups of volunteers. You can allow volunteers to choose the Group(s) of which they are a part, and those with Administrator and Leadership Team access levels can add volunteers to groups. The Primary and Alternate Group Contacts can create profiles for new volunteers to add to their group as well as register their group members for events. By creating groups and tracking what events they participate in, you can run reports based on the number of hours volunteered by a particular Group.

Public Groups can be used to create a Group for each company, club, or non-profit that comes to volunteer with the organization. They can also be used to establish small groups or committees within their larger organization that volunteer together. There is no limit to the number of groups that you create and you can always add more as you go.

Private Groups can also be established, but they can only be viewed/managed by those who have Leadership Team or Administrator access. Volunteers cannot view or add private groups to their volunteer profile. Private Groups can be used for key volunteers, for your Board of Directors, or for any other groups you’d like. This allows you to send targeted emails to only your key volunteers, print mailing labels to invite them to a Volunteer Appreciation Lunch, track their specific hours, or remind your Board of Directors about an upcoming meeting without having to type in each person’s email address.

For information about how to add, update, or view groups follow the link HERE.