Adding People and Assigning Them To Positions
This lesson will show you how to add new people to your account and assign them to positions.
Add new people inside of a plan. Click the People sidebar on the left side of your plan view.
At the bottom, click Create a new Person
Enter person information.
You must at least have a first name, last name, and email address in order the person to be able to login.
A password will automatically be assigned and sent to them in a welcome email, which also gives them instructions on updating their information, uploading a profile picture and setting up text messaging. In addition, there is a link to our Volunteer Video Tutorial which gives them all the basics of managing their schedule and account.
Check out how to change people's permissions . To add other personal information to someone's profile, just go to the People page and click on that person's name.
To assign people to positions, reclick the People tab to take you back to the normal Plan View.
Hover over People and click the settings icon.
Hover over your category name and click the pencil.
Make sure your category is set up to Assign People Directly.
Select Assign People Directly, then click Accept at the very bottom of this box.
Select a position by hovering over the position name and clicking the pencil.
Type in your people's names in the box. Click accept when finished adding people.
These people will be set up as an assigned person to this position. This means if you set up needed positions, they will be on the list of people to choose from when scheduling for that position.