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Staff Dashboard
Staff Dashboard
Find everything you need to use the volunteer app including articles and video tutorials
By Ash and 3 others
4 authors
64 articles
Signing in
How to sign in
System Settings
Add staff users and set up user roles
Customisable EDI fields
Setting up your System Settings
Customised branding and logo upload
Setting up Single Sign On (SSO)
How to set up two-factor authentication (2FA)
Two-Factor Authentication
Notifications
Set your notification preferences
Volunteer Notifications
Groups and Tags
A Guide to Setting up and Managing Groups
Volunteer Tags
Setting up Groups and Creating Hierarchies
Client Tags
Volunteers
Volunteer profile basics
Change a volunteer's email
Volunteer qualifications
Create a volunteer app account
How to delete a volunteer
How to upload a file or document to a volunteer profile?
Volunteer Badges
Automating Badges
Emergency Contact Details
Clients
Client profiles
Missions
Mission templates
Assigning, approving and removing volunteers from missions
How to clone a mission and mission shifts
Create a mission
Creating and Managing Shifts
Shifts Check in Check out
Chat
Chat overview
How to create a group chat
Chat permissions and roles
How to change a group chat picture 📸
How to add or remove a volunteer from a chat
How to delete a message from a chat
How to message a volunteer
How to create an 'announcements' or 'newsfeed' chat
Forms and Submissions
How to create a Volunteer Application Form
Create your automated reference form
Managing email references
Manage your form submissions
Create a client referral form
Application tracking
Create a volunteer opportunity
Create a document upload form
Use forms for policies and agreements
Export Submissions
Reports
Create a custom report
Report status and comments
View activity and reports
How to edit or archive volunteer reports
Reviewing volunteer app engagement
Export to Excel
Activity Log
Insights and Surveys
Insights
How to create Surveys
Custom Insights
Staff Dashboard FAQs
Log in FAQs
Why isn't my volunteer time or call time showing in the Insights area?
Why can't I assign a volunteer to a mission?
How do I send out a reference form?
How do I add my organisation's logo?
How do I add an Image on Volunteero 📸