Add a Volunteer Based On Recommended Roles

You can view a list of recommended roles for a volunteer on their profile, and add them to a team from this list.

Permissions Required

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

When an individual has skills and interests associated with their profile, a Recommended Roles section displays on the Serving Teams tab of their profile page. This lists roles that match this person's skills and interests. You can add them to a team based on these recommended roles.
  1. In the search box at the top of the page, enter the name of the individual.
  2. To view the individual's profile page, click their name from the search's drop-down menu.
  3. Click the Serving Teams tab.
  4. In the Recommended Roles section, click the ellipsis icon next to the team name and select Add to Team.
  5. If there is more than one role available, click Choose a role and select the role from the drop-down menu.
    Note:

    Manage Recommended Roles

    You can remove a recommendation from the Recommended Roles list on someone's profile by clicking the ellipsis icon next to the team name and selecting Remove from this List.