If you have not yet set up Shift Leaders, you will want to declare a leader.
If you already have Shift Leaders in the program, you will want to edit their permissions to allow them access to the new features.
If you are an administrator, you can create your own volunteer profile and declare yourself as a Shift Leader to check out the new features. This will allow you to access the Shift Leader features at any time, enabling you to make small changes to the schedule, edit volunteer profiles, and communicate with volunteers when you are away from your primary computer.
If you do not want to be a Shift Leader, you can use the Login as button in the Web Terminal pane to log in as a Shift Leader and see what they will see.
To update volunteer profiles, first make sure your Shift Leader permissions are updated to allow them to submit profile changes. Then:
You can edit any field in the volunteer profile from there. Doing so will then create a Web Form, which will need to be processed before the change is applied. You can opt to have Web Forms automatically processed or manually processed by a VSP administrator.
To make changes to a schedule — including adding or removing a position, placing or removing a volunteer, or flagging a volunteer, such as sub requested — first make sure your Shift Leader permissions are updated to allow access to edit assignments and request subs. Then:
To send an email or text message, first make sure your Shift Leader permissions are updated to allow them access to send emails and text messages. Then:
If you are not ready to send a message, you can choose “Save as draft” in the lower left corner and return to your message from the Announcements tab later.
Once you have sent a message, you can view a report that lists who has been sent the message, who has opened it, and if any messages have bounced.