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Adding Teams

How Advanced Program Managers add Teams

Brittany Crow avatar
Written by Brittany Crow
Updated over a month ago

❖ Heads up! This article is only intended for Advanced Program Managers.

Do you have volunteers wanting to team up with coworkers, family, or friends? A volunteer can create a team, but there may be times when you're asked to create a team for them. A team leader can be assigned to manage the team roster. They can also add or remove volunteers from the team and update information about their team. Teams are a great way to get the whole office or house involved in the community!

Adding a Team

  1. First, log into your Advanced Program Manager account.

  2. Select the Program from your top menu bar.

  3. Go to Volunteerism > Teams.

  4. Click Add A Team.

  5. Select an Opportunity for the team to respond to from the Select Opportunity dropdown.

  6. Click Create A New Team.

  7. Give the team a fun name—no worries, if you need to use a placeholder for now, this can be updated later by the Site Manager.

  8. Next—Build your team.

Building a Team

When building a new team, you have the option to:

  • Add yourself

  • Add a volunteer

  • Add volunteers from an existing user group

Adding Volunteers

  1. Click Add Volunteer and enter a valid email address.

    • If the volunteer is registered on the site, then a popup appears asking if you wish to add them.

      • Click Yes and their first and last name should populate.

    • If the volunteer isn't registered on the site, then a popup appears informing you that they don't have an account but that you can add them anyway.

      • Click Yes and notify the volunteer of any required qualifications for that Opportunity as applicable

      • Fill out all applicable fields

    • If a registered volunteer doesn't meet the Opportunity's required qualifications, then a popup appears asking if you want to add them anyway.

  2. Click Add Team Member when you're done!

  3. To assign a volunteer as a team leader, check the box by their name in the Leader column.

  4. If you want to add additional slots for the Opportunity, then select the number of additional slots from the dropdown beside Reserve Additional Slots.

    • This means a volunteer can bring someone to volunteer with them for this Opportunity—even if those additional volunteers aren't registered on the site.

    • You can review the Opportunity's capacity as you're building the team.

      • The site won't allow you to add additional slots if the number of team members meets or exceeds the capacity for that Opportunity.

  5. If the Opportunity has Custom or Recurring Shifts assigned, then the option to click Continue appears at the bottom of the popup.

    • Check the box by the shift or shifts you want to schedule the team for.

  6. Select Finish when you're done!

Adding Volunteers from Another User Group

You can always add volunteers from an existing User Group too:

  1. On the Build a Team page, click Add From User A Group.

  2. Select the user group from the Select User Group dropdown.

  3. Check the boxes by the volunteers you want to add and click Add to Team when you're done.

    • A warning may appear asking you to confirm your selections if the Opportunity has an assigned qualification that the volunteer hasn't submitted a response to or if there is a conflict with their schedule.

  4. To assign a volunteer as a team leader, check the box by their name in the Leader column.

  5. If you want to add additional slots for the Opportunity, then select the number of additional slots from the dropdown beside Reserve Additional Slots.

  6. If the Opportunity has Custom or Recurring Shifts assigned, then the option to click Continue appears at the bottom of the popup.

    • Check the box by the shift or shifts you want to schedule the team for.

  7. Select Finish when you're done!

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