❖ Heads up! This article is intended for Site Managers. If you're an Advanced Program Manager, click here. If you're a Program Facilitator looking for information about reviewing your Programs, click here.
Your User Filter is a fantastic tool for reviewing important data about your volunteers, communicating quickly with a selected group, or making bulk actions to save you time with tasks! You will encounter user filters throughout the site, but the one we're talking about here is housed in the Users area of your dashboard! Here we cover:
How to access the User Filter
To get started:
1. Go to Volunteerism > Users.
2. Click User Filter.
3. Start filtering for the data you need!
What are the different filters?
The different filters include User Data, Volunteer, and Program. Each one includes additional sub-filters to narrow down the information you want! You can add more than one filter when using the User Filter as well!
- Here are descriptions of the different filters and examples of when to use them:
User Data
If you want to review important information that's user-specific, then this is the filter for you!
Description | Use |
---|---|
Select this filter when you want to filter by user-specific data. Some examples of user-specific data include:
| This filter is great for when you want to:
|
Volunteer
Description | Use |
---|---|
Select this filter when you want to filter for volunteer data. Some examples of volunteer data include:
| This filter is great for when you want to:
|
Program
Description | Use |
---|---|
Select this filter when you want to see Program-specific data. Examples include:
| This filter is great for when you want to:
|
What are the available bulk actions?
There are bulk actions that you can take with or without filtering your volunteers with the User Filter, including:
Bulk Action | Description |
---|---|
Assign/Remove Program | Quickly add or remove volunteers from a Program in one go! |
Add/Remove Tags | Quickly add or remove user tags from users! User tags are a great way to quickly filter users by special skills outside of the listed skills or causes provided with your site! You can also add special tags to users so that you can keep track of important user data when you need it! |
Add/Remove User Group | Quickly add or remove volunteers from user groups! User groups are a great way to group volunteers together with special skills or interests. We also recommend creating a user group if you offer court-mandated volunteer Opportunities and want discretion when working with those volunteers and their information. Click here for more information about user groups! |
Export Users | Do you want to export a list of volunteers that you filtered? You can select this action and have a CSV of that data emailed directly to you or another valid email address! |
Deactivate Users | Do you need to deactivate a large group of inactive volunteers? This is the bulk action for you! Note: Users with an inactive status are already deactivated! ✏️ Quick tip: Need to anonymize a user's data? You can always assume their role and opt to anonymize their information when deactivating their account! |
Send Password Reset | Quickly send the password reset email to selected volunteers to save time! |
Activate Imported Users | Just imported your volunteer list? Quickly activate all of those users with this bulk action! |
Remove Benchmark | Need to remove a benchmark from a group of volunteers? |
Schedule Users | Want to quickly schedule several users for an Opportunity that they've responded to or are on a waitlist for? This is the bulk action for you! |
Send Track Invite | Send an invitation to volunteers to continue or start a Registration Track. |
How to make bulk actions with the user filter
After you've applied all of the filters you need, select the action with the Select An Action dropdown that you want to apply to that list: