home

Realm

RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailRealm

Volunteer Recruitment and Management

Add a Volunteer to a Team

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 user with responsibility.

Add a Volunteer to a Team for Administrators

Administrators can add volunteers to a team.

Permissions Required

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

  1. In the top-left corner, click your ministry hub then Realm. Then click Volunteers > 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.

Add a Volunteer to a Team as a Leader

Leaders can add volunteers to a team.

Permissions Required

Only available to team leaders with the Manage team roster permission.

  1. In the top-left corner, click your ministry hub then Connect. Then click Serving.
  2. Click the team's name.
  3. Click View/Manage Roster.
  4. Click Add Volunteer, then type the volunteer's name in the text box.
  5. Select the volunteer from the drop-down menu. You can select more than one volunteer if needed.
  6. Select a role from the Add as... drop-down menu.
  7. If you want to send an email notification to the volunteer, select Notify New Volunteer(s).
  8. Click Add.
    Note:

    Potential Volunteers

    You can also add a volunteer from the Potential Volunteers column on the team roster page. Click next to the volunteer's name and select Add to Team.

Realm

Last updated: July 12, 2023