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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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Roles

Add a Role

Create a serving role, set any requirements volunteers must meet, and choose whether people can find and request it.

  • 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.

After you create a role, you can add it to a team when you create a new team or edit an existing team.

  1. In the top-left corner, click your site name then Realm. Then click Volunteers/Serving > Volunteer Roles/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.
Administrator/Staff
Realm
Serving/VolunteerTeams

Last updated: August 19, 2026

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