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View and Manage Role Requests

Accept or dismiss requests from people who want to serve on a team, or send them through a pathway first.

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

When someone asks to serve in a role, the request lands in the Role Requests section of the team's Overview tab. From there you can accept it, dismiss it, or put the volunteer on a pathway first.

  1. In the top-left corner, click your site name then Realm. Then click Volunteers/Serving > Volunteer Teams/Serving Teams
  2. Click the name of the serving team.
  3. In the Role Requests section of the Overview tab, click the ellipsis iconnext to the name of the volunteer.
  4. Manage the role request:
    • Select Accept Request, choose which roles to add the volunteer to the team as, then click Add. If the role has requirements, select the roles the volunteer meets requirements for and click Approve. Otherwise, click Keep as Pending.
    • Select Dismiss Request to dismiss the role request. Enter an optional message to the volunteer about why you dismissed the request and click Send. If you don't want to send a message, click Don't notify instead.
    • Select Add to Pathway if the volunteer needs to complete a pathway — training, for example — before joining the team. Select the pathway from the drop-down menu, then click Add.