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Setting up your System Settings

It is important that this is one of the first things you do. It ensures the information that the volunteers see on the app is correct.

Ash avatar
Written by Ash
Updated this week

Your system settings are one of the first things we recommend customising when you get access to your Volunteero dashboard.

Jump to sections for:

Organisation

Time to ensure your volunteers know who you are, what you're about, how to contact you, and follow you on social media!

Go to the "System Settings" page on the left-hand side of the Staff Dashboard.

Here you can populate the following sections of your account:

  1. Upload your organisation's logo and fill in the required details in the organisation's information tab.

  2. Update your organisation's name (if you need to!)

  3. Customise your Public ID, which appears on your Opportunities search page

  4. Website link

  5. Complete your organisation overview

Top Tip: Your organisation overview is visible to prospective volunteers who download the app looking for charities to apply to. So it's a great way to use this section to explain what your organisation does, your mission, and the types of opportunities/ roles offered. Basically, why should they choose to volunteer with you?

In the contact page, you can add a general contact email and phone number for volunteers to contact for support or other enquiries. You can also add in the links to your charity's Twitter, Facebook, and/or Instagram page.

All the information above, the volunteer can be accessed under the organisation tab in a mission and will look like this.

Quotas

Here you can access your organisation's Volunteero quota. This includes numbers relating to your account usage, such as staff users, volunteers with app access, number of missions, and so on! Any questions about your quota, please contact our team.

Customisation

Custom branding

Here you can adjust the colours of some buttons within the dashboard and on the Volunteero app. For full information on custom branding, please refer to this guide.

Options on Profile fields

Update the profile options available on volunteer and client profiles to reflect the terminology of your organisation. For full instructions, please refer to this guide here.

Email system

View which emails have failed delivery within the past 30 days here.

User Management

See linked resources for

  • Roles - create customised staff user roles

  • Users - add or remove staff users to your account

  • User security - enable two-factor authentication for staff and volunteers

  • Single sign-on - enable single sign-on

Volunteero Chat

Chat roles and permissions are distinct and separate from the normal roles and permissions. You can create your chat roles here.

Please note: whilst Volunteero's chat feature is still in its first release, the ability to upload files is not possible.

Video Tutorial

As always, if you have any issues or questions, please use the support button in your Staff Dashboard or email us at support@volunteero.org. Our team will be happy to help!πŸ€“

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