How do I create a Role?
Create roles for your Opportunity and assign them to specific volunteers.
To create new roles in an opportunity:
If you are in more than one organization, make sure you are in the right one.
From the navigation menu, click Opportunities.
Select an opportunity, or use the search box to find and select an opportunity.
In the opportunity menu, click Schedule, and then click Roles.
Click Add Role, and then do one of the following:
To create a new role:
Click Create New Role.
Set up information including the role name, description, details, signup visibility, and default scheduled role settings.
Click Save.
To copy existing roles:
Click Copy Roles from another Opportunity.
Select an opportunity from the drop-down list. Eligible roles from that opportunity appear.
Click the arrow for a role to move the role to the present opportunity. Or, click Select All to move all the eligible roles to the present opportunity. If a role shows a check mark, it is already in the present opportunity.
Click Import Roles.