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How do I change the Opportunity Primary Manager?

Updated over a week ago

Every opportunity in Bloomerang Volunteer must have a Primary Manager. Primary Managers create the opportunity and can be an organization manager or a different user who has opportunity creation permissions.

To change the Primary Manager for your opportunity:

  1. If you are in more than one organization, make sure you are in the right one.

  2. From the navigation menu, click Opportunities.

  3. Select an opportunity, or use the search box to find and select an opportunity.

  4. In the opportunity menu, click Controls, and then click General.

  5. In the Primary Manager section, use the drop-down list to find and select a user.

    Tip: You cannot make a user a Primary Manager unless the user is first assigned as an Opportunity Manager. To make a user an Opportunity Manager directly from the General Controls page, click Update in the Primary Manager section. You can update the Opportunity Manager role on the Roles page.

    Primary Manager section with shortcut to the Roles page to edit a volunteer's opportunity manager status.
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