Verifying a volunteer and assigning them to a team are two separate steps. A verified volunteer will not be able to manage events or communications until they are assigned to a team.
This article explains the full process.
Before You Start
Make sure:
The volunteer has submitted their credentialing form, if applicable.
You have verified the submission in Staff > Credentialing.
The correct Volunteer Role has been added to their profile.
Step 1: Verify the Volunteer Submission
If using Staff Credentialing:
Go to Staff > Credentialing.
Open the credentialing template.
Click View.
Locate the volunteer.
Use the Ellipses menu to click Verify.
Once verified, the Volunteer Role is automatically added to their profile.
If not using Staff Credentialing, you will manually add the role in the user’s profile.
Step 2: Confirm the Role Was Added
Go to the user’s profile:
Click the Roles and Permissions tab.
Confirm the correct Volunteer Role is listed.
If it is missing, manually add it and save.
Step 3: Assign the Volunteer to a Team
Go to Teams > Assign Staff.
Select the appropriate program.
Add the volunteer to the team roster.
Save changes.
Once assigned to a team, the volunteer will be able to:
Manage team events
Send communications, if permitted
Access team-related functionality based on their role
Important: Role vs Team Assignment
Adding a Volunteer Role gives the user permission to act as staff.
Assigning them to a team connects them to a specific roster.
Both steps are required for full functionality.
If You Run Into Issues
If a verified volunteer cannot manage events:
Confirm the role was added.
Confirm they are assigned to a team.
Confirm their role includes the necessary permissions.
If needed, remove and reassign the role, then log out and back in to refresh permissions.
FAQs
Is verifying a volunteer the same as assigning them to a team?
No. Verifying adds the Volunteer Role to their profile, but you must still assign them to a team.
Why can’t a verified volunteer manage events?
They may not be assigned to a team, or their role may not include the necessary permissions.
What if the Volunteer Role was not added after verifying?
Confirm you verified the correct submission and manually add the role in the user’s Roles and Permissions tab if needed.
Are both role assignment and team assignment required?
Yes. Both steps are required for full volunteer functionality.