Assign a Group to an Activity
Click the person icon at the top of the screen and type the name on the profile into the Quick Search bar.
Click on the name from the list that appears.
Click on the “Assign” tab
Click on the name of the Activity.
Assign the volunteer (group):
Scheduled activities: Check the box in the “As” column for each applicable shift. You can also click the “As” box at the top of the list to assign the volunteer to all shifts. Update the Group Size (GS) if needed.
Unscheduled/Seasonal activities: Check the “Assigned” box and update the Group Size (GS)
Click the [Save] button
Change Group Size for an Assignment
From Volunteer Profile:
Edit the volunteer’s profile
Go to the “Schedule” tab
Mouse over the Options icon beside the assignment, select “Update Group Size”
To update the group size for multiple assignments, check the boxes to the left of the assignments and choose “Update Group Size” from the dropdown menu at the bottom.
Enter the new group size value
Click the [Update Group Size] button
From Assigned List:
Go to the desired Assign menu option (from Unscheduled List, from Scheduled List)
Click the [+] button to display the names of people assigned
Mouse over the Options icon beside the person, select “Update Group Size”
To update the group size for multiple assignments, check the boxes to the left of the assignments and choose “Update Group Size” from the dropdown menu at the bottom.
Enter the new group size value
Click the [Update Group Size] button