Add a Role

You can create new roles that fit your volunteer opportunities.

Permissions Required

Only available to administrators and users who have the Manage Volunteer Teams/Serving Roles permission.

When you create a new role, you associate skills and interests with it. This helps match the opportunity with volunteers who have the same skills and interests on their serving profile. You can also set requirements for a role, such as completing a background check or being of a certain age.
  1. In the top-left corner, click your ministry hub then Realm. Then click Volunteers > Serving Roles.
  2. Click Add Serving Role.
  3. Enter the role's name and description.
  4. If there are requirements for this role, select them from the list.
  5. To add a requirement not already listed, click Add other requirement and enter the requirement in the text box.
  6. In the Role Visibility section, select whether the role is public or private. If a role is public, potential volunteers can see and express interest in this role. If the role is private, only users who have permission or team leaders can assign this role to a volunteer.
  7. Click Save.