Assign an Opportunity to a User Group as an Advanced Program Manager

Created by Brittany Crow, Modified on Wed, 19 Apr 2023 at 10:37 AM by Brittany Crow

 Heads up! This article is intended for advanced program managers. If you're a site manager looking for information about managing Opportunities, click hereIf you're a program facilitator looking for information about reviewing Opportunities, click here.

Do you have court-mandated Opportunities that you want to share privately with specific users? Or, do you have Opportunities that require users with specific skill sets or specialized training? You can assign an Opportunity to a User Group to meet those needs! Here we cover: 

How do I get started? 

Before you can add a User Group to an Opportunity, your site manager must assign that User Group to a Program that you manage. Once they've assigned a User Group to one of your Programs: 

1. Go to Volunteerism > Opportunities

  • If you manage more than one Program, click My Programs and select the Program you want to assign Opportunities to a User Group for. 

2. Select the Opportunity Title. 

3. Scroll until you see User Groups and select the User Group from the dropdown beside the Add User Group button. 

✏️ Quick tip: You can also click View User Groups under the Opportunity Link to jump to the bottom of the page. 

4. Once you select the User Group, click Add User Group.

✏️ Quick tip: If you don't see the User Group listed in the dropdown menu, check with your site manager to ensure they have added your Program to that User Group.

How do I bulk add opportunities?

Need to add several Opportunities to the same User Group at once? You can from the Opportunities page of your dashboard! 

1. Go to Volunteerism > Opportunities

2. Check the box beside the Opportunity titles you want to add. 

  • You can select all by checking the box at the top beside Opportunity Title

3. Use the Actions for Selected Opportunities dropdown to select Assign or Remove User Group

4. Select the User Group to assign to and click Update User Groups