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Add a Volunteer to a Team

Administrators and team leaders can add volunteers to a team roster, including pending volunteers for roles with requirements.

Permissions Required

Only available to administrators and users who have the Add/Edit/Delete Volunteers permission.

An administrator can add a volunteer to a team from the team's roster page. A leader of a team can add new volunteers to a team's roster from the leader dashboard. If a role has a requirement, such as training or a background check, that individual will be added to the team in a pending state which requires approval from a leader with the Add/Edit/Delete Volunteers permission.
  1. In the top-left corner, click your site name then Realm. Then click Volunteers/Serving > Volunteer Teams/Serving Teams
  2. Click the team's name.
  3. Click the Roster tab.
  4. Click Add Volunteer and enter the name of the individual you want to add.
  5. Select the volunteer's role.
  6. If you want to send an email notification to the volunteer, select Notify New Volunteer(s).
  7. Click Add.