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How to edit a virtual role

Need to make changes to one of your part-time volunteering opportunities? This article details the ins and outs of editing a role.

Mitchell Elequin avatar
Written by Mitchell Elequin
Updated over a week ago

Introduction

In the dynamic environment of connecting with skilled believers, you may find the need to update virtual role opportunities to better match your evolving needs and attract the right volunteers. This guide will walk you through the process of editing a virtual role on the Switchboard platform, emphasizing updates that enhance the role's appeal and clarity.

Step-by-Step Guide to Edit a Virtual Role

Access Your Dashboard

Log in to your Switchboard account and navigate to your dashboard. This is where you manage all your volunteer roles and connections.

Select the Role

Scroll down to the virtual roles section of your dashboard.

Identify and select the virtual role you need to update from your list of active roles.

Click on the role to view its details.

Edit the Role

Click on the "Edit" button to start modifying the role's details. This is your opportunity to make the role more appealing and accurate.

Update Role Details

Places you might want to make some edits:

  1. Title: Adjust the title to make it more compelling and reflective of the role's impact.

  2. Description/Summary: Rewrite the summary to provide a clearer and more enticing overview of what the role entails.

  3. Commitment Scope: Modify the expected time commitment, specifying whether the role requires weekly, monthly, or ad hoc involvement.

  4. Responsibilities: Update the list of responsibilities, adding new tasks or removing ones that are no longer relevant.

Save Changes

Confirm all changes by clicking “Save Changes.” A pop-up will confirm that your updates are saved. Review the role to ensure all information is correct and engaging. (Insert image of saving changes)


Other Things of Note:

You won't always be able to edit your roles:

If you are actively engaging with a volunteer or currently have any volunteers who have indicated interest in your role, you will not be able to edit that role.

But what if I really need to modify the role?

Should any critical changes be necessary after engaging with a volunteer through an exploratory call, no worries. Talk about those desired changes with your interested volunteer. As long as you both agree on the changes, you'll be able to make those changes after you activate that role.


Conclusion

Editing a virtual role is a allows you to refine your volunteer opportunities and ensure they accurately reflect your current needs and attract the ideal candidates.

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