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Assigning, approving and removing volunteers from missions

In this article we talk through managing the volunteers on missions

Ash avatar
Written by Ash
Updated over 2 months ago

Use the below links to jump to the section you wish to learn about.

Assigning volunteers to missions

You can manually assign a volunteer or volunteers to a mission.

Open the "Missions" page on the left-hand side of the Staff Dashboard.

Then open the mission you would like to assign volunteers to.

Click into "Interested volunteers" and then "Assign volunteers"

Assign Volunteers to a mission

Here you can search any volunteer with app access and filter by:

  • Groups

  • Tags

  • Qualifications

  • Status

Sort by active missions, distance from location and last seen.

Once you have found the volunteer you wish to assign the mission to, tick the box on the left-hand side of their name and assign it to them.

You can select multiple volunteers in this way.

All volunteers assigned will receive an email or push notification (depending on their preferences) to inform them that they have been assigned a new mission.

Assign Volunteers to a shift

Click into your shift of choice and into the all volunteers section,you can then assign volunteers to your shift.

Please note a volunteer must be on the mission before they can be assigned to or join a shift.

So if you are trying to assign a volunteer to a shift and their name isn't coming up then please assign to a mission first using the 'assign volunteers to a mission' button as pictured below.

Approving volunteer requests

If you have set up a mission as requiring approval when volunteers make a request to join a mission you will need to approve them before they can begin. There are two ways to do so:

  1. On the "Home" page there is a section called recent approval requests. Find the volunteer request you wish to approve and press the three dots to the right of their name and "Approve for mission"

  2. You will see on the main missions page where there is a pending volunteer.

    Find and open the mission, go to "Interested volunteers", you will see the volunteer request here and in the "Approved" column there will be a horizontal line instead of a tick. Click on the three dots to the right of their name and "Approve for mission"

You can make things even easier by sorting by the "Volunteers pending" column when on the "Missions" page and this will show you all missions where volunteers are pending approval.

Approving volunteers on a shift

A few ways to check and manage your shift approvals:

  1. Make the "recent shift requests" chart visable on your home screen by clicking the settings cog on the right-hand side

  2. An icon will appear if you have pending volunteers for a shift, click into the relevant shift to approval or deny the request.

Removing volunteers from missions

If you wish to remove a volunteer from a mission, here is how.

Open the "Missions" page on the left-hand side of the Staff Dashboard. Then open the mission you would like to remove a volunteer from. Press "Manage volunteers" then press the three dots next to their name.

There will be two options:

  1. "Remove approval" will remove their approval and the mission will return to their "Pending" section of the app

  2. "Delete request" will delete the entire request meaning they would see the mission again in their "Available" missions list in the app and could reapply if they chose to

Video guide - approving volunteers on the Home Dashboard

If you require any further assistance, please use the support chat to ask a question to our friendly support team. We will be happy to help!

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