Team Leader? Click Here!

Created by Brittany Crow, Modified on Wed, 11 Oct 2023 at 08:25 AM by Brittany Crow

Heads Up! This article is intended for volunteers that have been assigned to a team as a team leader. If you're a site manager, click here

Have you recently been assigned as a team leader for a team? Did you create a team and set yourself as the team leader? Here, we've outlined the various actions you can take as a team leader managing a team. All of this can be done from the My Teams area of your profile. Here we cover: 

So you know: 

  • Some sites have language overrides in place. 
    • This means you might see Opportunities in place of Needs, Programs in place of Agencies, or even Prerequisites for Qualifications. 
  • Want more information about creating or reusing teams when responding to volunteer Opportunities? Click here

I'm a team leader—now what? 

As a team leader, you can manage your team right from your profile. 

1. Click your profile image or initials from the top menu bar. 

2. Select My Teams

3. On the My Teams page, click Manage Teams for the team you want to manage. 

  • This opens the Team Response page where you can manage your team. 

Managing a team on the Team Response page

Only team leaders can access the Team Response page. 

Add default hours in bulk

Need to add default hours for your team? You can do a bulk add for everyone. This applies default hours to their account for that Opportunity. Default hours are the number of hours assigned to that Opportunity—e.g., if the expected hours for that Opportunity are 4, then 4 hours are applied when you add default hours. 

1. Check the boxes beside the members you wish to add default hours for. 

2. Click +Add Default Hours

  • You can select all by checking the box beside Email at the top of the column. 

Add hours individually

You can also add hours to individual members for that Opportunity response. 

1. Click the hourglass icon for the member you wish to add hours to. 

2. On the Add Hours form, fill out all applicable fields. 

3. Click Submit Hour Entry when you're done.

Add team members

Want to add new members to your team? Please note, you're adding team members to an Opportunity response as a team. You'll want to make sure there are enough available volunteer slots for that Opportunity before adding more members. You can also add members if you had to remove members and have a new spot open. 

1. Click Add Team Member

2. Enter their email and first and last name. 

  • If the user has a registered account on the site, then the site asks you to confirm if that's the user you're adding. 
  • You may have to respond to a required question. 
  • If the Opportunity has required qualifications that must be submitted before responding, you won't be able to add volunteers until they're qualified for it. 
  • If the volunteer doesn't already have an account, be sure to recommend that they complete their profile set up and any waivers or qualifications for the site.

3. Click Submit Member when done. 

Email team members 

Need to email members in your team? You can click their email address on the Team Response page to email them individually or email them in bulk. 

  • To email in bulk: 

1. Select the members you wish to email. 

  • You can select all by checking the box beside Email at the top of the column. 

2. Click Email Members

3. Draft up your message and click Send Email when you're done. 

You can copy a join link or your team's resume link from the Team Response page. 

  • Want to invite someone to join your team? Click Copy Join Link and share away! 

  • Want to share your team's resume? Click Copy Resume Link and share your team's awesome impact with your community. 

Manage team leaders

As a team leader, you can make another member a team leader and remove yourself as a team leader whenever. 

1. Check the box under Leader for the member you want to make a leader. 

2. Uncheck the box under Leader for anyone member you want to remove as a leader—including yourself. 

  • Once you do this, you won't have access to the Team Response page or see the Manage Team option on the My Teams page.  
  • If you're still a member of the team, you'll see a Select an action dropdown under Options instead of Manage Team
    • From there, you can remove yourself from the team or email the new leader. 

Remove a team member

Do you need to remove a team member? You can always remove them from a team response to a specific Opportunity or shift. Just click the X under the Options column for the member you wish to remove from that team response on the Team Response page. 

  • A popup asks you to confirm your selection. 

Unregister a team

Do you want to remove your team's respond to an Opportunity? You can unregister the team from the Team Response page. Just click Unregister Team and then Yes to confirm your selection.

  • You can't re-register a team once it's unregistered.
  • To build the same team, you must create a new one.