Skip to main content
All CollectionsAgency ManagersGetting StartedGeneral Resources
Agency Manager View and the Agency Manager's Toolbox

Agency Manager View and the Agency Manager's Toolbox

Information about the Agency Manager Toolbox for Agency Managers

Brittany Crow avatar
Written by Brittany Crow
Updated over 2 months ago

Heads up! This article is intended for Agency Managers. Agency Managers and the Agency Manager Toolbox are only available on Center sites.

Once you've registered your Agency on a site and set up your profile, you can add volunteer Needs and events, review your Agency's stats, add volunteer responses, and more!

The Agency Manager Dashboard

To get started, click My Agency at the top of the screen after you log into your account. This will take you to your Agency Manager Dashboard, where you can manage your Agency's profile, add volunteer Needs, review schedules, find helpful resources, and more!

Tabs on the Agency Manager Dashboard

Additional tabs may be available depending on the site you're registered with.

Tab

Description

View

This takes you to the front end of the site where you can see what your Agency's profile looks like to volunteers.

Edit

Here you can edit your Agency's information, add or remove Agency Managers, etc. You can also add photos to personalize your Agency's profile here!

Needs

Ready to create a Need or want to manage existing Needs? This is where you can! This is also where you can:

  • Manually add volunteer responses

  • Export data on your Needs and volunteer responses

  • Copy links that you can share on social media, in newsletters, etc.

Events

Here is where you can create and manage events for your Agency. This is also where you can export data for your events or event RSVPs

Stats

Want to see how your Agency is doing? Check your Stats tab for data on your Agency's responses, hours, and more! This is also where you can:

  • Add default hours to volunteer responses individually or in bulk

  • Edit or review volunteer responses

  • Export responses and hours data

  • Review volunteer hours

  • Review how many Agency fans your Agency has

  • Review how many Agency profile page views your Agency has

Schedule

Want to review your Agency's schedule, see who has responded to a Need, or even contact the volunteers who have responded? You can from the Schedule tab!

Time Tracking

Do you need to submit volunteer hours for your volunteers? You can from here! This is also where you can review and manage submitted hours for your Agency's Needs.

Check-In

Here is where you can launch your Check-In Kiosk or check volunteers in for a Need they've responded to!

Checked In Now

This is where you can see who is currently checked in for a Need. You can also check them out from here as necessary!

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!

Did this answer your question?