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Add a Role

You can create new roles that fit your volunteer opportunities.

  • 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.
Writing Assistant

When you start typing in a text box, and this icon displays next to it, you can click the icon to open the writing assistant. Using this assistant you can check your spelling and grammar or rephrase what you've written in a friendly, formal, or inviting tone. You can also generate written content from keywords that you provide.
  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.
    1. Optional: After you've entered information into the Description text box, you can click the writing assistant to use the writing assistant.
  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.