Configuration: Volunteer Roles

Purpose: This guide outlines how to configure Volunteer roles within your Civic Champs’ Organization account. 

Use Case: Immediately after creating your Civic Champs account or before onboarding volunteers, and updating volunteer roles as new opportunities open. 

Prerequisites

• Super Admin permissions

Steps

1. Select Setup and navigate to Roles. 
2. Select Add Role in the upper-right corner. 
3. Create Custom Role
   1. Click Add Role
   2. Title your new role to be used for Volunteer log-in and activities
   3. Save the role
4. Volunteers will now be able to select that Role when they log their activity. 

Best Practices

• Create granular roles for easier mandatory reporting (e.g. Restore Volunteer, Construction Volunteer, Event Help, Office Volunteer)