Enable or Disable Self-Assigning For Departments

You can allow people to choose what departments and positions they serve in. There may be some departments, sub-departments, or positions that you don’t want to allow your volunteers to assign themselves to.In this article, we will go over how to disable the ability for volunteers to self-assign roles.

Disabling/Enabling Self-assign For A Department

1. Log into Elvanto as an Admin
2. Select Settings.
3. Locate and select Departments.
4. Select the Department you would like to edit or select Add to create a new Department. 
5. On the Details page locate the Self-assign section. 
   
6. Select either Enable or Disable self-assign for this department.
7. Select Save. Proceed to the next step of disabling/enabling for sub-departments/positions. 

Disabling/Enabling For Sub-departments/Positions

1. Log into Elvanto as an Admin
2. Select Settings > Departments.
3. Scroll down to Sub-departments.
4. Select the Pencil Icon next to the role you would like to edit. 
   
5. Select either Enable or Disable self-assign for this department.
   
6. Select Done.
7. Select Save. Proceed to the final step of making the 'Departments' field visible in 'My Profile'.

Adding 'Departments' Field to 'My Profile'

1. From your Admin Dashboard, navigate to People > Categories.
2. Select 'My Profile Layout' for any category.
   
3. Locate the 'Departments' field under 'Fields' and drag and drop it onto your 'My Profile' layout. Click 'Save'.
   
4. To copy your updated layout across multiple People Categories, you can scroll to the top and select 'Copy Layout'. From the pop up window, select the layout as well as the desired target People Categories. Click 'Save'. 
   

You are now able to control if your volunteers are able to self-assign or not. If you have any further questions please reach out to our support team.