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How can I see a user's schedule as a read-only Manager?

Updated over 2 months ago

As a read-only manager in an organization, you can view volunteer schedules from either the organization or opportunity levels.

View Volunteer Schedules from the Opportunity Level

From within an opportunity, you can view a volunteer’s schedule in several ways.

  • Click Volunteer List , then click the volunteer’s name. On the volunteer’s profile, click Schedule.

  • Click Schedule , then search for the volunteer’s name. This shows a list of all of the shift roles that the volunteer is scheduled for.

View Volunteer Schedules from the Organization Level

To view a volunteer’s schedule from the organization level, do the following:

  1. At the organization level, click Volunteers.

  2. Select one or more volunteers.

  3. Click Take Action .

  4. Hover over Send, then click Message.

  5. Place your cursor in the body of the email where you want to insert the schedule.

  6. Click Insert Schedule.

  7. In the Insert Schedule window, configure the schedule information.

    1. In the Timeline section, select a range of shifts.

    2. In the Opportunities section, select Yes to filter the schedule information by opportunity, or No to include all schedule information for the recipient(s) across all opportunities. If you select Yes, select up to 5 opportunities from the list that opens. You can filter the list of opportunities by clicking an option in the All Opportunities drop-down list.

    3. In the Shift Details section, select up to 25 columns for the chart.

    4. Click Insert.

  8. Click Preview to see what the schedule chart will look like.

When you are finished, click Done.

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