❖ Heads up! This article is intended for Agency Managers. Agency Managers and the Agency Manager Toolbox are only available on Center sites.
By the end of this article, you will be able to:
Access your Agency Manager Dashboard
Navigate each dashboard tab
Locate tools to manage Needs, Events, volunteers, and hours
The Agency Manager Dashboard
After registering your Agency and completing your profile:
Log into your account.
Click My Agency from the top navigation bar.
This opens your Agency Manager Dashboard, where you can:
Manage your Agency profile
Create and manage volunteer Needs and Events
Review schedules and responses
Track hours and performance data
Access support resources
Tabs on the Agency Manager Dashboard
Additional tabs may be available depending on the site you're registered with.
Tab | Description |
View | Preview your Agency profile as volunteers see it. |
Edit | Update Agency details, manage Agency Managers, and add photos. |
Needs | Create and manage Needs. You can also manually add responses, export data, or copy shareable links. |
Events | Create and manage Events. Export event or RSVP data as needed. |
Stats | Review responses, volunteer hours, Agency fans, and page views. You can also add default hours or export response data. |
Schedule | View upcoming Needs, review volunteer responses, and contact scheduled volunteers. |
Time Tracking | Submit and manage volunteer hours for your Needs. |
Check-In | Launch the Check-In Kiosk or manually check volunteers in. |
Checked In Now | See who is currently checked in and check them out if needed. |
Agency Manager's Toolbox
The Agency Manager's Toolbox is a resource you can use when you have questions about managing your Agency or if you need to contact the Site Manager. Select the Click here to open Agency Manager's Toolbox banner to be taken to a page where we've shared helpful resources for Agency Managers! These include:
Training resources
Links to the help center
Resources to help you get started
The Contact My Site Manager button
Help Center Link
We have an extensive library of resources in our Help Center to help you use the software successfully! You can visit the Help Center anytime for a quick self-help option. Just click Help in the top right corner of the page.
Helpful Tips
There are question marks beside some fields in the Agency Manager view that provide you with clarification or further instructions. For example, when you're on the Edit tab, there's one located beside Agency Managers. Hover over these to receive helpful tips and instructions!
