Volunteer

Features

User Permissions Required to Add/Edit Volunteer Projects and Opportunities

• Site-Wide Editor or Volunteer Coordinator

Items in this section include:

• Manager Settings
• Add/Edit Volunteer Manager Page Contents
• Coordinators
• Help Requests
• Sponsor a Request
• Add New Projects
• Add New Volunteer Opportunities

Manager Settings

1. Title: Enter a title for your Volunteer manager section.  This title will appear on your main menu should you choose to display the link.
2. Add Link to Site Menu: Select "Yes" from the drop down menu to display the link on your menu. Select "No" from the drop down menu to not display the link on your menu.
3. Help Request Form: This allows you to set the minimum security level required to submit help requests from your web site. For more information on setting access, see the People manager as this option will only appear to those who have the People manager.
   1. Guest: This allows anyone who visits your site to submit help requests from your web site.
   2. Member: This allows only those who have Site Member access or greater to submit help requests from your web site.
   3. Site Contributor: This allows only those who have Site Contributor access or greater to submit help requests from your web site.
   4. Site Editor: This allows only those who have Site Editor access or greater to submit help requests from your web site.
   5. Site Administrator: This allows only those who have Site Administrator access to submit help requests from your web site.
4. HelpRoot Access: Allow visitor access to the HelpRoot volunteer portal.
5. Search Summary: Enter descriptive information to be used for Search Engine data and Site Search data.
6. Shortcut: This allows you to make a shortcut to your Volunteer manager page. It will be a one word entry (i.e. volunteer). It can be accessed on the Web by typing in www.yourdomainname/shortcutname. (For example: www.yourdomain.com/volunteer).
7. Design Options: Click the design option that is currently shown.  A window will appear with the other designs you made available in the Additional Designs section of your Designs manager. Select the design you want to apply to this page.
8. Click the Save  icon in the upper right corner of your screen to save your Volunteer manager settings.

Add/Edit Volunteer Manager Page Contents

1. Add/Edit page contents using the Page Editor. For help with the functionality of the Page Editor, see Using the Editor for more information.
2. Click the Save  icon in the upper right corner of your screen to save your Volunteer manager page contents.

Coordinators

1. This feature is only applicable to those who have the People manager. It allows the administrator to select who has access to make changes to items in the Volunteer manager.
2. Select an appropriate user from the drop down menu. The users that appear are set through the People manager.
3. Click the Save icon within the dialog box.
4. To delete a coordinator, click the Delete icon to the left of the user's name.

Help Requests

Sponsor a Request

1. To limit your search results, add or select search criteria for one or more fields. If your search does not yield any results, reduce your search criteria and try again.
2. To view all requests, select the "search" button without entering any filter criteria.
3. To view details of a request, click the request name.
4. If you want to take ownership of the request, select the Sponsor Request button at the bottom of the request listing.
5. The request will now appear as an Opportunity within your Volunteer manager.
   

Add New Projects

Add New Volunteer Opportunities