Add and manage volunteers, constituents, roles, cohorts, and status

Tags: product:volunteer-management intent:volunteer intent:role intent:cohort intent:status

In the current navigation, go to Volunteer Management > Volunteers > All volunteers. Accounts on the earlier navigation use Volunteer Management > Manage Volunteers > Volunteers. Select Add New Volunteer for one person or upload the supported CSV for a batch. The upload headers are volunteer_id, email, full_name, year, roles, deactivate, plus affiliations or saml_unique_id when enabled. Separate multiple role names with semicolons; set deactivate to TRUE to deactivate a volunteer.

Use the same page to search existing volunteers, edit a volunteer, review assignments, and send or resend registration email. Bulk controls distinguish new unregistered volunteers from previously emailed unregistered volunteers; previously emailed users are not resent within 24 hours.

Manage definitions at Roles & Permissions (earlier navigation: Manage Volunteers > Roles) and rule-based groups at Manage Volunteers > Cohorts when available. A cohort uses a saved query and shows when it was last refreshed. Use Constituents > All constituents for constituent records and Constituents > Selectability to control which constituents can be selected through supported volunteer workflows. Earlier navigation may label these areas Constituents and Constituent Preview.