Manage volunteers, roles, access, and assignments

For the newer Volunteer Management interface. Access and available actions depend on your volunteer or administrator role.

How to use

Open Volunteers to inspect a volunteer’s assignments and manage their roles. Use Roles to define the relevant role configuration. In Constituents, select the intended records, preview assignments, and apply the manual assignment or access action. Review whether the action adds or replaces existing assignments.

Before you begin

Removing a volunteer with open tasks requires selecting another volunteer for reassignment. The target must exist and cannot be the volunteer being removed. Do not remove someone to solve an access problem without considering their open work.

Bulk selection can mean explicit rows or all matching rows with exclusions. Review the scope before applying a change. Assignment preview is a separate operation from committing the assignment.

Troubleshooting

For unexpected visibility, check role, assignment scope, and constituent access. For invalid role/segment references, refresh the current options. Use the authorized administrator workflow, not a write action while impersonating the volunteer.