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Setting Up Volunteer Teams

  1. Click on the ‘Volunteers’ tab in the menu.
  2. Click “Setup Volunteer Teams”.
  3. On this screen, you will see three columns: Teams, Roles, People
    • “Teams” is your list of all your different teams. For example: Worship
    • “Roles” are the different roles within each team. For example: Guitar, Keyboard, Drums
    • “People” is a list of the people who serve in each Role.

To create a New Team:

  1. Click the Green + icon in the Teams column, and input the name of the Team.

To add the Roles for a Team:

  1. Click on the Team you want to add Roles for.
  2. Click the Green + icon in the Roles column, and input the name of the Role.
  3. NOTE: Each Team can have (1) Role which will be identified as “Leader”. This is important because all notifications for team members accepting or declining a schedule request will be sent to the leaders who are in this role. For example, a worship team has a role ‘Worship Leader’ and several other roles for the band. When the band members are requested to be scheduled, they will receive a text/email for the event. Once they accept or decline, the ‘Worship Leader’ role will be notified. You can have 1 or more people in the leader role.

To add People to a Team/Role:

  1. Click on the Team, then the Role you want to add people to.
  2. Click the Green + icon in the People column, and select the people who need to be added to that role.

To remove a person from a Team/Role:

  1. Click on the Team, then the Role you want to add people to.
  2. Click the X beside the person’s name in the People column to remove this person.

View All Help Topics

Previous Setup & Schedule Volunteer Teams [VIDEO]
Next Setting up the Number of Volunteers Needed for each Event/Service
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