Would you like to change the options for Religion, Ethnicity, Gender or Orientation? In this article, we will show you how.
Use the links below to jump to the section you wish to learn about.
Add a new option
When in the management dashboard, start by going to Settings, which is under the System options on the left-hand side of the dashboard. Now open Options on profile fields.
These fields are available on:
The Volunteero profile (who can update the options on their app)
Client profiles
As a field within the forms builder (optional to add if you collect these via forms)
When you open the relevant section, you will see a box at the top with a button labelled "Create", well, just type your new option and hit that button. It is as simple as that.
It is worth mentioning that your updated options list will be the list your volunteers see on the app as well.
Your volunteers can also self-identify with a free text box if there is no option in the drop-down options that reflects them.
Delete an existing option
Follow the steps above, but the only difference here isthat instead of using the create option, you will use the X button to the right of whichever option you wish to delete.
Please note that any options you remove from your account will still have the existing usage within your insights, profiles and form submissions with that response.
User Access to EDI fields
Bonus section! You can also restrict staff access to the responses of these EDI fields through a custom-made user role. Read more about creating staff user roles in this guide.
Video Tutorial
If you need any more help with this function, please use the support button in your Staff Dashboard or email us support@volunteero.org.
Our team will be happy to help!😊