❖ Heads up! This article is only intended for Site Managers.
By the end of this article, you will be able to:
Add a team response to an existing team
Select team members and assign a team leader
Manage shifts, reserved slots, and waivers
How to Add a Team Response to an Existing Team
Go to Volunteerism > Responses.
Click Add A Response and select Add a team response.
Use the dropdown to select the Need or Opportunity the team is responding to.
Click Use An Existing Team.
Use the dropdown to select the team you are adding the response for.
Check the box beside each member you want to add to the response and click Continue.
Continue building out the team as needed.
If the Need or Opportunity has space for it, you can add more members with the following buttons:
Add Me: Add yourself to the team.
Add Volunteer: Add new members or existing members.
Add From A User Group: Add members to the team from an existing user group on your site.
Check the box under the Leader column for the individual you want to assign as team leader. Team leaders can manage their teams on their own, including:
assigning new team leaders
adding, removing, or emailing members
unregistering the team
accessing and sharing the team join link or team resume link
updating the number of available reserved slots if the option is available.
If the Opportunity has space for it, select how many additional slots you want to include with the dropdown by Reserve Additional Slots. This allows volunteers to bring a friend to the Need or Opportunity to fill those reserved slots.
When you're ready, click Continue.
If the Need or Opportunity has scheduled shifts, then you can select which shifts the team is responding to here.
You can also change the view for shifts. If you want to see shifts for specific days, use the dropdown to only show those days.
If you want to respond to all shifts, toggle the button beside Respond to All Shifts to On.
If a Need or Opportunity requires a clickwrap waiver, you (the responder) must check the box to sign the waiver when submitting your response. By doing so, the waiver automatically applies to all team members you include in that response. Individual team members do not need to sign the waiver separately.
When you're done, click Finish. You can review those responses by going to Volunteerism > Teams > Team Responses.
The process is the same if you go to Volunteerism > Teams and click Add A Team when using an existing team! Here's a quick clip of that process:
