Manage volunteer roles, cohorts, handlers, and assignment requests

For the established (legacy) Volunteer Management portal. These steps differ from the newer Volunteer Management interface. Administrator controls require the appropriate school or volunteer-management permissions.

How to use

Open Manage Volunteers and use its Volunteers, Roles, Assignments, Constituents, Cohorts, and school-labeled handler areas. Create/edit volunteers and roles, inspect role data points and constituent preview, and review assignment requests before approving or rejecting/removing them.

Assignment tools include filters, modification, selectability changes, bulk unpairing, and unpair-all actions. Confirm the intended role/unit and selection before any bulk change. Role cloning is a distinct action and should be followed by a review of copied settings.

Troubleshooting

A volunteer registered in one unit/role may not see another role’s records. Use constituent preview to inspect the intended visibility. Do not assume role assignment, constituent selectability, and an actual volunteer-constituent assignment are equivalent.

Scope

The interface can use customized names for volunteers and handlers. Exact allocation limits, approvals, and cohort rules require school settings; escalate rather than inventing a universal assignment policy.