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Managing Your Organization (Administrator)

Managing Your Organization (Administrator)

105 articles
What is an Organization?What is an Organization?
What is the Organization Volunteer List?
Manage Your Default Timezone
Volunteers

Volunteers can sign up for opportunities manually or be signed up by administrators


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
Import VolunteersUse the import tool to efficiently migrate volunteers from another database
Import Hours Worked
How do I add/remove columns on the Organization Volunteer list?
What can I search on the Organization Volunteer List?
How do I Export the Organization's Volunteer List?
What can I filter by on the Organization Volunteer List?
Can I bulk-remove users from Opportunities at the Organization level?
Can I add a user to an Opportunity from their profile?
Can I Move Someone from the Waitlist to Scheduled at the Organization Level?
Can I remove a user from Shifts at the Organization level?
Can I remove a volunteer from an Opportunity at the Organization level?
Can I see the Schedule and Opportunities tabs for users in pending Applications?
What Shift actions can be taken at the Organizational Level?
Where can I see a volunteer's entire Schedule?
How do I see a volunteer's schedule from the Organization level?
How do I see which Opportunities a user is in at Organization level?
How can I see a user's schedule as a read-only Manager?
Can I filter by permission levels for the Organization?
What is a basic user?
What are the different Organization permissions?
How do I grant Read Only permissions?
Is there a limit to the Volunteers I can have in the Organization?
Can I Filter Volunteers Based on Hours Worked?
Change a Volunteer's PermissionsChange a Volunteer's Permissions
Create PDFs From Volunteer List Exports
Set Up Recruitment for Your Organization
Can I perform check-ins at the Organization level?
Enable and Manage Organization Notifications
Format a CSV File to Import Data
Bloomerang CRM Integration

Manage all aspects of your fundraising in Bloomerang CRM, a robust donor management solution that integrates with Bloomerang Volunteer


Bloomerang CRM IntegrationIntegrate Bloomerang Volunteer with Bloomerang CRM to manage all aspects of your fundraising
View Bloomerang CRM Logs
Organization Qualifications

Organization Qualifications act as tags that can help identify if volunteer meets a particular requirement


What are Organization Qualifications?
Reports

Download high-level Organization reports that help you gauge your team's performance, track volunteer activity, and keep your operations organized


What is the Organization Mid Level Email Sent Email report?
What is the Organization Deep Level Sent Email Report?
Download Contributions Reports (for an Organization)
Organization-Level Reports
Tags

Tags are custom labels that can be assigned to volunteers, shifts, or opportunities to help you group, categorize, and filter


Manage TagsTags can help you group, categorize, and filter your volunteers, shifts, and opportunities
Can I Auto-Assign Tags to Users?
Personalization Fields

Personalization fields make it easier for an administrator to choose and insert frequently used information and links into their emails


How do I add Hours Worked into a message?
Can I use Personalization Fields in Templates?
How do I create emails with Personalization Fields?
What are Personalization Fields?