Communicate with volunteers and manage shared resources

For the established (legacy) Volunteer Management portal. These steps differ from the newer Volunteer Management interface. Staff access is determined by their assigned administrator role(s). Administrator roles have fixed capabilities; the configurable volunteer roles described here are separate from staff administrator roles.

How to use

Open Communication with Volunteers to use Email Volunteers, its email templates, texting where enabled, Announcements, Messages, and Tasks. Keep administrator-to-volunteer messages separate from templates intended for volunteers to contact constituents.

Use Resources for Volunteers to manage resources/categories, constituent-facing email templates, volunteer videos, and video branding. Confidentiality Agreements is a separate administrative area when enabled.

Troubleshooting

For a missing resource or template, check its category, active unit, and role visibility. For a communication issue, first identify whether it was a portal message, announcement, email, text, or task notification. Do not assume publishing an announcement sends an email unless the configured workflow confirms it.

The established portal also exposes multitask review/approval/discard operations. These are not the same as newer task-group distribution, and use the instructions for the interface on your screen.