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Adding a Volunteer to a Group
Adding a Volunteer to a Group
CustomerSuccess Team avatar
Written by CustomerSuccess Team
Updated over a week ago

Follow along with the video above to learn how to add a champion to a group.

Admins have the ability to manually add a champion to a group on the Groups tab. The process is similar to that of adding a champion to your Champions tab or adding a new admin.

To begin, from the desired group's page, select the yellow Add button on the Members sub-tab.

As prompted, check to see whether the user already exists in the system by inputting an email or phone number. Select the Search button.

If the user already has an account in the system:

The user's account will be found. Select the correct user, be sure to toggle on Send Associated Questionnaires (to ensure that they fill out any requirements), and click on Add Member.

Depending on whether your group is open or limited, the user will now be added as either an applicant or a member in your group.

On their end, the user will receive the following email:

Once the user clicks Sign Up, they will be redirected to the following page, where they will go through your group's questionnaires and waivers.

If a user does not already have an account in the system:

Their email and/or phone number will not yield any results. Select Create New Member to create an account for them.

The user's first and last names are required to create an account. You may also add additional contact information, as well as their birthday. Once you are finished, ensure that Send Invitation is toggled on, and select Create New Member.

Depending on whether your group is open or limited, the user will now be added as either an applicant or a member in your group.

On their end, the new user will receive the following email:

When the user selects Sign Up, they will be taken to the following screen to set up their account. First, they will need to create a password.

Afterward, they will be prompted to review their first and last name and contact information and verify that they are 13 years of age or older.

After a final review, they need to select Create Account. They now have a Civic Champs account.

Once that is complete, they will automatically be taken through your group's onboarding process, i.e., your group's questionnaires and waivers. After they have finished completing them, they will be met with this final screen

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