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Assign Tab

Updated over 3 weeks ago

👀 The Assign tab in a volunteer’s profile is not just for assigning your volunteers to Activities, it can also help answer these questions:

  • Is my volunteer qualified for a certain activity?

  • Why can’t my volunteer sign up for their opportunity?

  • Is a certain activity visible to my volunteer?

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👉 How to use the visibility tools on the Assign Tab:

  1. Open a volunteer’s profile and choose the Assign tab

  2. Filter: Select or deselect the checkboxes at the top and click “Filter Activities”

  3. Select the Activity: Choose the Activity from the list, a box will open and indicate the volunteer:

  • Is/Is not Generally Available for the Activity: this does not affect the volunteer’s ability to see the activity. It can be ignored if not used by the organization.

  • Is/Is not Qualified for the Activity: The corresponding button will allow you to view details on Qualifications.

  • Can/Cannot See the Activity: The corresponding button will allow you to view details on Visibility settings.

🎥 Herb Farmer CANNOT see or sign up for the Check-in Table Activity. This short video shows how to check Herb’s visibility of the Activity:

🎥 Sarah Bell CAN see and sign up for the Check-in Table Activity. Here is how we can tell:

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📖 These help articles provide written instructions for the steps above: 

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👋 Click Here to Join a User Group! - They are a great way to learn more tips like this and connect with other administrators like you!

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