Summary: This guide walks you through the straightforward process of modifying volunteer roles and team structures in Tithely Events for both Assign Mode and Invite Mode, detailing how to adjust volunteer quantities for specific dates and reorder teams and roles for better visibility.
Before You Begin
- You must have the necessary permissions to access and modify Tithely Events and Volunteer Management.
- You must know whether the event is set up in Assign Mode (you assign volunteers) or Invite Mode (volunteers sign up).
Step-by-Step Instructions
Modifying Roles in Assign Mode
1. Navigate to your event.
2. Click the drop-down arrow next to Send Schedules to Volunteers.
3. Select Modify Roles.
4. Make the necessary updates (edit role names, adjust team structure).
5. Click Save to apply your changes.
Modifying Roles in Invite Mode
1. Navigate to your event.
2. Click the dropdown arrow beside Manage Sign Up Sheets.
3. Select Modify Roles.
4. Make your desired updates.
5. Click Save to confirm your changes.
Additional Role Management Tips
- Adjust Volunteer Quantity for Specific Dates: Go to the specific event date, locate the role, Click the number next to the role name, and Enter the new quantity.
- Reorder Teams and Roles: Go to Modify Roles and simply drag and drop teams or roles to change their display order on sign-up sheets and schedules.
- Update Assigned Leaders: Ensure the leader has the Manage Volunteers permission enabled in their user role settings; their name will then appear in the Leader dropdown when assigning roles.