Have you recently been assigned as a team leader for a team? Did you create a team and set yourself as the team leader?
Here, we've outlined the various actions you can take as a team leader managing a team. All of this can be done from the My Teams area of your profile.
ℹ️ So you know: Some sites have language overrides in place. This means you might see Needs in place of Opportunities, Agencies in place of Programs, or Prerequisites in place of Qualifications.
Managing Teams
As a team leader, you can manage your team right from your profile.
Click your profile image or initials from the top menu bar.
Select My Teams.
The options that appear here are dependent on the site and any language overrides they may have in place.
On the My Teams page, click Manage Teams for the team you want to manage.
The Team Response Page
Only team leaders can access the Team Response page. From here, you can add hours, add or remove team members, email team members, and more.
Adding Default Hours in Bulk
Need to add default hours for your team? You can do a bulk add for everyone. This applies default hours to their account for that Need/Opportunity. Default hours are the number of hours assigned to that Opportunity—e.g., if the expected hours for that Need/Opportunity are 4, then 4 hours are applied when you add default hours.
Check the boxes beside the members you wish to add default hours for.
Click +Add Default Hours.
You can select all by checking the box beside Email at the top of the column.
Adding Individual Hours
You can also add hours to individual members for that Need/Opportunity response.
Click the hourglass icon for the member you wish to add hours to.
On the Add Hours form, fill out all applicable fields.
Click Submit Hour Entry when you're done.
Adding Team Members
Want to add new members to your team? Please note, that you're adding team members to a Need/Opportunity response as a team. You'll want to make sure there are enough available volunteer slots for that Need/Opportunity before adding more members. You can also add members if you have to remove members and have a new spot open.
Click Add Team Member.
Enter their email and first and last name.
If the user has a registered account on the site, then the site asks you to confirm if that's the user you're adding.
You may have to respond to a required question.
If the Need/Opportunity has required Prerequisites/Qualifications that must be submitted before responding, you won't be able to add volunteers until they're qualified for it.
If the volunteer doesn't already have an account, be sure to recommend that they complete their profile setup and any waivers or Prerequisites/Qualifications for the site.
Click Submit Member when done.
Emailing Team Members
Need to email members of your team? You can click their email address on the Team Response page to email them individually or email them in bulk.
Emailing in Bulk
Select the members you wish to email.
You can select all by checking the box beside Email at the top of the column.
Click Email Members.
Draft up your message and click Send Email when you're done.
Important Links
You can copy a join link or your team's resume link from the Team Response page. Want to invite someone to join your team? Click Copy Join Link and share away!
Want to share your team's resume? Click Copy Resume Link and share your team's awesome impact with your community.
Managing Team Leaders
As a team leader, you can make another member a team leader and remove yourself whenever.
Check the box under Leader for the member you want to make a leader.
Uncheck the box under Leader for any member you want to remove as a leader—including yourself.
Once you do this, you won't have access to the Team Response page or see the Manage Team option on the My Teams page.
If you're still a member of the team, you'll see a Select an action dropdown under Options instead of Manage Team.
From there, you can remove yourself from the team or email the new leader.
Removing Team Members
Do you need to remove a team member? You can always remove them from a team response to a specific Need/Opportunity or shift. Just click the X under the Options column for the member you wish to remove from that team response on the Team Response page.
Unregistering a Team
Do you want to remove your team's response to a Need/Opportunity? You can unregister the team from the Team Response page. Just click Unregister Team and then Yes to confirm your selection.
You can't re-register a team once it's unregistered. To build the same team, you must create a new one.