Volunteers join programs either by selecting one during sign-up, by applying (if the program requires approval), by being added manually by an Admin or Program Manager, or automatically if the program auto-enrols all volunteers. This guide covers the manual add and remove flow, and the auto-enrol setting.
Auto-enrolling all volunteers
A program can enrol every volunteer automatically. When editing a program's Basic Info, turn on Auto-Enrol All Volunteers: every current volunteer is enrolled in the program, and any new volunteer is enrolled automatically as they join. This is ideal for organisation-wide or default programs that everyone should belong to. Turning the setting off stops new volunteers being added automatically but doesn't remove those already enrolled.
Adding volunteers to a program
You can add volunteers from two places.
From Program Management
Navigate to Program Management and select the program
Scroll to the Volunteers section
Click Edit Volunteers
Click Add Volunteers
Search for and select one or more volunteers from the list
Click Add Volunteers to confirm
Click Done when finished
You can add multiple volunteers at once from the add dialog.
From a volunteer's profile
Open the volunteer's profile from the Volunteer Database, go to the Programs tab, and click Add to enrol them in an additional program.
Removing volunteers from a program
Navigate to Program Management and select the program
Scroll to the Volunteers section
Click Edit Volunteers
Click the X next to the volunteer you want to remove
Click Done when finished
If the volunteer is only in this program and no other, they'll be hidden in the Volunteer Database until they're added to another active program.
Programs that require approval
If the program has Volunteers Must Apply enabled, an Applications section appears on the program page. From there you can review pending applications and either approve (add to team) or withdraw them.
How volunteers join programs themselves
During sign-up, volunteers select a program as part of their Volunteer Profile. After activation, they can browse and join additional programs from the volunteer dashboard, unless the program is hidden or requires approval.
Permissions
Admins can add and remove volunteers from any program. Program Managers can manage volunteers within the programs they manage.
Cross-links
Creating a Program — for setting up programs in the first place
Promoting Volunteers to Program Managers — for assigning managers to a program
Viewing Volunteer Information — for seeing which programs a volunteer belongs to from their profile