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Enterprise PLUS: Bulk Application Form Settings

Update applications across multiple sub accounts at once from the Enterprise account

Updated over 2 months ago

About this feature: From within the Enterprise account, administrators can update application form settings for one or more of their associated sub accounts.

  1. Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment

  2. Check the box beside each Organization you want to change (you can also check the “Select All” box at the bottom)

    • Individual Organization settings can be updated by mousing over the options icon to the left of the name

  3. Select what you would like to update from the dropdown menu at the bottom:

    • Enable or Disable

      • General Settings

      • Custom Title

      • New Volunteer Initial Status

      • Welcome Email Message

    • Step One Settings

      • Birthdate Requirement

      • Show Only Required Contact Information on Application

      • Policy Settings

    • Step Two Settings

      • General Availability

      • General Interests

      • Classifications

      • Update Section Headers

      • Complete Full Application Reminder

    • Application Complete Settings

      • Activity Availability Message

  4. Update the information in the selected dialogue box

  5. Check the box confirming the update will be for all selected organizations

  6. Click the [Save] button

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