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How do I add someone to an organization?

Add a user to your Organization by inviting them through a Registration Signup Link, importing from a CSV, or adding Volunteers individually

Updated over a week ago

Organization Recruitment

You can invite volunteers to your organization with the organization’s public page signup link. On the Public Page Design settings page, use the Public Organization Page Toolbox to set your page controls, page description, and cover photo. Before publishing the page, configure the questions on the organization’s registration form on the Form & Profile Fields settings page.

Public Organization Page Toolbox on the Public Page Design page.

Share the Public Page Link via email, social media or through a link on your website to begin Organization Recruitment. If Automatic Approval is enabled in your Signup Workflow controls, all Volunteers are automatically added to the Organization Volunteer List. If Manual Approval is enabled, Volunteers are added to the Pending Applications area of the Organization Volunteer List until they are approved or rejected.

Import from CSV

To import a pre-existing database of Volunteers into your Organization:

  1. Go to People and then Volunteers.

  2. Click +Volunteer, and then click Import from .CSV.

    Add Volunteers drop-down menu with Import from .CSV option.

For more information about importing volunteers, view Import Volunteers. You can also create new users when you Import Hours Worked.

Add Volunteers Individually

If you only need to add a few Volunteers to your Organization, use the Add Volunteer button from the Organization Volunteer List to add Volunteers individually:

  1. Click People, then Volunteers.

  2. Click +Volunteer, then click Add Volunteers Individually.

Add Volunteer screen with name, email address, and mobile phone number text boxes.

All we require is First Name, Last Name, and a unique Email address to add Volunteers to your Organization. Mobile Phone Number is not a required field, but is encouraged for mobile use. During your Live Opportunity, Broadcast messages can be sent via SMS text message if Volunteers are not logged into the app to receive push notifications.

Note: If the volunteer already exists in a different Bloomerang Volunteer organization under a different name but with the same email address, they are added to your organization under that name. If a volunteer with the same email address already exists in your organization, Bloomerang Volunteer notifies you that the duplicate exists.

After adding Volunteers to the Organization, whether individually or through the CSV import, be sure to use the Take Action button on the Organization Volunteer List to Invite Volunteers to the Organization via email.

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