- Click the person icon at the top of the screen and type the person’s name into the Quick Search.
- Click on the person’s name from the list that appears, OR
- Go to: Assign >> From Volunteer Profile in the sidebar menu
- Search for the desired profile to edit
- In the Search Results section, mouse over the Optionsicon beside the person’s name
- Click on “Edit”
- Go to: Assign >> From Volunteer Profile in the sidebar menu
- Click on the “Assign” tab
- For long activity lists, use the filters in the top panel and click the green [Filter Activities] button
- Click on the name of the desired Activity
- For scheduled Activities, you can use the “Filter Shifts” panel to find a specific shift(s).
- Click the [Filter Shifts] button to apply the filters you have chosen
- Assign the volunteer:
- For 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.
- For unscheduled activities
- Check the “Assigned” box
- For scheduled activities:
- Click the [Save] button to assign the volunteer
- Click the [Close] button when you are done.