Create, import, approve, transfer, and unpair assignments

Tags: product:volunteer-management intent:assignment intent:pair intent:unpair intent:assignment-import

Go to Volunteer Management > Manage Volunteers > Assignments. The page shows pending pairing and unpairing requests and existing assignments. Approve or reject pending requests only after confirming the volunteer, constituent, and role.

For a batch, select Upload New Assignments and use the displayed CSV headers. With shared assignments enabled they are volunteer_id, volunteer_email, volunteer_name, constituent_id, roles, unassign; otherwise overwrite is also present. Separate multiple role names with semicolons. Set unassign or overwrite to TRUE only when intended. Use View Previous Uploads to review prior batches.

For bulk unpairing, Upload Assignment Unpairings accepts a constituent_id column and removes all assignments for uploaded constituents. This is broad and should be previewed carefully. Individual assignment actions can transfer an assignment to another valid role or unpair it. A role with active assignments cannot be removed until those assignments are modified or unpaired.