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User Filter: Program Managers

Learn how Program Managers use the User Filter

Written by Brittany Crow
Updated over 3 weeks ago

❖ Heads up! This article is intended for Program Managersβ€”a role available only on Amplify sites. You may also see this role referred to as Advanced Program Manager; both terms refer to the same user type.

By the end of this article, you will be able to:

  • Filter volunteers based on specific criteria

  • Apply bulk actions to filtered users

  • Export targeted volunteer data

Use the User Filter

  1. Go to Volunteerism > Users.

  2. Click User Filter.

  3. Select one or more filters.

  4. Click Submit.

You can repeat this process to apply additional filters as needed.

Use the User Filter to locate volunteers by:

  • ZIP code

  • Availability

  • Causes or Skills

  • Tags

  • Birthdays

Available Bulk Actions

Once you've filtered your list, you can apply bulk actions to those volunteers.

  1. Use the User Filter to filter the list of users.

  2. Use the Select an Action dropdown to select a bulk action.

  3. Complete any required fields that appear depending on the action you select.

  4. Click the action button that appears for the action you selected, e.g., Update, Send, Export, or Schedule.

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