Bulk Actions for Opportunities: A Guide for Site Managers

Created by Brittany Crow, Modified on Wed, 27 Sep 2023 at 02:23 PM by Brittany Crow

Heads up! This article is intended for site managers. If you're an advanced program manager, click here


You can apply several bulk actions to your site's Opportunities as applicable. This is great if you want to make several Opportunities Private or Public in one go. You can also assign and remove Opportunities from User Groups in bulk, and more! Here we cover: 


Available bulk actions for Opportunities

To get started, go to Volunteerism > Opportunities. This is where you can access and manage bulk actions for your site's Opportunities. To access the dropdown list of bulk actions you can apply, click Actions for Selected Opportunities


Bulk actions for Opportunities

When you click on the Actions for Selected Opportunities dropdown on the Opportunities page, you are presented with several bulk actions you can take: 


Make Opportunities private in bulk

You can set several Opportunities to private at once. To get started: 

1. Go to Volunteerism > Opportunities

2. Check the boxes beside the Opportunities you want to edit in bulk. 

  • You can select all by checking the box at the top of the table. 

3. Using the Actions for Selected Opportunities dropdown, select Make Private.

4. Click Make Opportunities Private to finish.  


Make Opportunities private and assign to a User Group in bulk

You can set several Opportunities to private and assign them to a user group at once. To get started: 

1. Go to Volunteerism > Opportunities

2. Check the boxes beside the Opportunities you want to edit in bulk. 

  • You can select all by checking the box at the top of the table. 

3. Using the Actions for Selected Opportunities dropdown, select Make Private and Assign to a User Group.

4. Select which user group to assign the Opportunity to with the dropdown. 

5. Click Make Private and Assign to User Group to finish. 


Make Opportunities public in bulk

You can set several private Opportunities to public at once. To get started: 

1. Go to Volunteerism > Opportunities

2. Check the boxes beside the Opportunities you want to edit in bulk. 

  • You can select all by checking the box at the top of the table. 

3. Using the Actions for Selected Opportunities dropdown, select Make Public.

4. Click Make Opportunities Public to finish. 


Assign or remove Opportunities from a User Group in bulk

Do you want to quickly assign or remove several Opportunities from a user group? You can with the bulk actions option. To get started: 

1. Go to Volunteerism > Opportunities

2. Check the boxes beside the Opportunities you want to edit in bulk. 

  • You can select all by checking the box at the top of the table. 

3. Using the Actions for Selected Opportunities dropdown, select Assign or Remove User Group.

4. Select which action you wish to take: 

  • If you want to assign the Opportunities to a user group, select Assign to the following user group and pick which user group to assign them to with the dropdown. 

  • If you want to remove the Opportunities from a user group, select Remove from the following user group and pick which user group to remove them from with the dropdown. 

5. Click Update User Groups to finish. 


Assign or remove Opportunities from an Initiative in bulk

Do you want to quickly assign or remove several Opportunities from an Initiative? You can with the bulk actions option. To get started: 

1. Go to Volunteerism > Opportunities

2. Check the boxes beside the Opportunities you want to edit in bulk. 

  • You can select all by checking the box at the top of the table. 

3. Using the Actions for Selected Opportunities dropdown, select Assign or Remove Initiative.

4. Select which action you wish to take: 

  • If you want to assign the Opportunities to a user group, select Assign to the following initiative and pick which Initiative to assign them to with the dropdown. 

  • If you want to remove the Opportunities from a user group, select Remove from the assigned initiative.

5. Click Update Initiative to finish.


Assign or remove Opportunities from a Qualification in bulk

Do you want to quickly assign or remove several Opportunities from a Qualification? You can with the bulk actions option. To get started: 

1. Go to Volunteerism > Opportunities

2. Check the boxes beside the Opportunities you want to edit in bulk. 

  • You can select all by checking the box at the top of the table. 

3. Using the Actions for Selected Opportunities dropdown, select Assign or Remove Qualification.

4. Select which action you wish to take: 

  • If you want to assign the Opportunities to a user group, select Assign to the following qualification and pick which Qualification to assign them to with the dropdown. 

  • If you want to remove the Opportunities from a user group, select Remove from the assigned qualification and pick which Qualification to remove them from with the dropdown. 

5. Click Update Opportunities to finish.


Deactivate Opportunities in bulk

Do you want to deactivate several Opportunities in one go? You can with the bulk actions. To get started: 

1. Go to Volunteerism > Opportunities

2. Check the boxes beside the Opportunities you want to edit in bulk. 

  • You can select all by checking the box at the top of the table. 

3. Using the Actions for Selected Opportunities dropdown, select Deactivate.

4. Click Deactivate Selected to finish. 

So you know: We don't recommend deactivating an Opportunity if it already has responses and submitted hours. Deactivating an Opportunity can interfere with your reporting and data.