- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
- Click on the volunteer’s name when it appears in the list
- In the “Main” tab, click on the “Miscellaneous” sub-tab
- Select the appropriate section (i.e. “Volunteer”, “Administrator”, “Client”, “Member”, “Donor”)
- Select the desired status for the selected module
- Click the [Add to Module] button