❖ Heads up! This article is only intended for Amplify Site Managers.
By the end of this article, you will be able to:
Understand the different ways volunteers are added or assigned to Programs
Assign volunteers to Programs individually or in bulk
Enable Programs to include all users on your site
Review which volunteers are associated with a Program
How Volunteers Are Added to Programs
Volunteers can become connected to a Program in several ways:
A manager assigns them manually (individually or in bulk)
They complete a Track that assigns them to a Program
A Program is set to automatically include all users on your site
They respond to an Opportunity linked to a Program
They belong to a User Group associated with a Program
Assigned vs. Added vs. Interacted (What Each Means)
Understanding the terminology helps you know where volunteers appear in the system:
Assigned to a Program
Volunteers are formally assigned by a manager or via a Track.
The Program appears in the Programs area of their user profile.
Added to a Program
Users are automatically added when a Program is configured to include all site users.
They are connected to the Program but not formally assigned.
The Program does not appear in their Assigned Programs list.
Interacted with a Program
Volunteers respond to an Opportunity in that Program or belong to a linked User Group.
They are considered part of the Program’s activity but are not assigned to it.
The Program does not appear in their profile.
Adding Volunteers to Programs Individually
Go to Volunteerism > Users.
Select the user.
Click Programs in the Edit User area.
Use the Select Program dropdown in the Assigned Programs table.
Click Add.
Assigning Volunteers to Programs in Bulk
Go to Volunteerism > Users.
Use the User Filter to identify all volunteers you want to assign.
Select Assign/Remove Program from the Select an Action dropdown.
Choose the Program.
Click Update Users.
How to Add All Users on Your Site to a Program
You can configure a Program so that its managers can schedule volunteers and submit hours for any user on your site, even if those volunteers are not formally assigned to the Program. This setting can be enabled while creating a new Program or editing an existing one. You’ll find the toggle for this option in the Edit Program page under Basic Information.
Enabling this setting adds every user on your site to the Program, but it does not assign them to it. Because they aren’t formally assigned, the Program will not appear in the Assigned Programs list in their user profile—but Program Managers can still schedule them and record hours for them.
Enable for a New Program
Go to Volunteerism > Programs.
Click Add New Program.
Under Basic Information, toggle Assign All Users to Program to Yes.
Complete the remaining Program setup.
Click Submit Program.
Enable for an Existing Program
Go to Volunteerism > Programs.
Select the Program Name you want to update.
Under Basic Information, toggle Assign All Users to Program to Yes.
Click Submit Program.
Enabling this option retroactively adds all current users to the Program and automatically includes new users as they register.
How to Review Users in a Program
If you don’t see any assigned Programs in a user’s profile, they may have only:
Interacted with a Program through an Opportunity, or
Joined a User Group associated with a Program
To see everyone who is assigned to or has interacted with a Program:
Assume the Program Manager’s profile to review the full list of connected users.