Modify Role in Volunteer Management

Effortlessly adjust volunteer roles using Breeze ChMS with this informative guide. Explore step-by-step instructions to modify volunteer roles in the Volunteer Management feature, ensuring precise assignment of responsibilities. Whether you're updating roles for individual volunteers or reorganizing your team structure, this article provides practical insights to streamline the process. Empower your team and enhance volunteer coordination with Breeze ChMS. Dive in now to optimize your volunteer management efforts.

 

Modify Role from Assign Mode

  1. Click on the drop-down arrow to the right of "Send Schedules to Volunteers"
  2. Select "Modify Roles"
  3. Make Necessary Changes hit "Save"mceclip4.png

Modify Role from Invite Mode

  1. Click on the drop-down arrow beside "Manage Sign Up Sheets" 
  2. Select "Modify Roles"
  3. Make Necessary Changes hit "Save"

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Additional Information

Need to adjust the quantity of volunteers needed for a specific event in a recurring series? 

Navigate to that event day, find the role you need to adjust and click the number to the right of the role name. This will allow you to change the quantity of volunteers needed for a specific day.  

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Want to reorder your "Teams" or "Roles" so that they show in a different order on your volunteer management, sign up sheets and on your .PDF schedules? You can do this too under Modify Roles by dragging and dropping them where you would like them to be!

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Need to adjust the leaders the volunteers are assigned to? Make sure that they have "Manage Volunteers" in their permission role, and they should now show up in your leader selections.

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