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Setting up Groups and Creating Hierarchies
Setting up Groups and Creating Hierarchies

Groups and subgroups best practice

Jennifer Mars avatar
Written by Jennifer Mars
Updated over 3 months ago

When creating groups and subgroups please consider the following:

  • Which missions do I want volunteers to see

  • What data do I want/need to collect for reporting purposes

Please bare in mind: keep the groups simple. If you work for a small organisation, you probably won't have that many groups and maybe won't even use subgroups. The bigger your organisation the more groups you will have. You might need to separate your volunteers on the following basis:

  • Roles (meaning they have completed certain training and induction)

  • Location (meaning they will only want to volunteer in those locations)

It is easier to create groups than to delete them. In order to delete a group they need to be detached from ALL:

  • Volunteer profiles

  • Missions (active and archived)

  • Group chats

  • User settings restricting user by groups

You can always add groups later on. Keep it simple when you start and are getting used to the system.

How do the hierarchies work?

Creating groups and subgroups makes sure that you and your volunteers have the best experience on volunteero. Your volunteers will only see missions and group chats relevant to them. For you as the staff user you will be able to gather data relating to their groups. See image below, if you wanted to know how many volunteering hours were done by fundraising volunteers in the north east you will be to pull this off the system really quickly.

Let's take the hierarchy below as an example. When assigning volunteers to groups and subgroups, you will normally assign them to the lowest subgroup. If I put someone in fundraising north east group, they will receive the mission posted to the following groups:

  • 'Fundraising North East'

  • 'Fundraising Volunteers' (Parent group)

  • 'All volunteers' (Top Parent group)

Please bear in mind, volunteers can be in up to 10 groups and a mission can be posted to up to 5 groups. This is why the hierarchies play such a big role on volunteero and give you the ability to post to parent groups and all their subgroups at the same time if needed.

Hierarchies Examples

  • DBS / NON DBS

Do you want to contact all volunteers or show the mission to only to the volunteers with a DBS that qualified for it.

  • Location and roles

There are a few different ways to structure the groups and subgroups when working with locations and roles. Here are two examples.

Example 1 - roles as parent group

Example 2 - locations as parent group

In this example it's up to you which approach you want to take and what works better for your organisation.

There are a lot of different ways to structure your groups. Please pop us a message in the support button if you want to discuss your group structure. We are always happy to help!

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