How to Mark a Person as a Volunteer

Working with volunteers is an essential use of any church management account. With Elvanto this is a simple and easy process. In this article we will talk about how to mark an individual as a volunteer and assign them to a Service Type!  

Any user stored in your database can be marked as a volunteer. A volunteer can be assigned which department positions they serve in and what service types they serve at. Once marked a volunteer, they’re able to be scheduled to serve at any of your services and view their roster.

Each volunteer should have their own unique username and password so they’re able to log in and view their roster, as well as confirm and decline positions if enabled in Service Settings.

Mark Someone as a Volunteer in the Profile

1. Login to your Elvanto Admin account.

2. Click on the People section in the main menu on the left-hand side.

3. Find the profile of the individual you would like to make mark as a volunteer and click on the name.
4. In the profile click on the Account & Volunteering Tab.
5. Under ‘Volunteer’, check the box that says This person is a volunteer.
6. Fill in Reports To with the name of the person this volunteer reports to. 
   • This person will be the default contact that is notified when the volunteer accepts or declines being scheduled onto a service.
7. Choose the service types this volunteer can serve at. 
   • Not making any selections mean the volunteer can serve at any service types available. 
8. Add or remove Departments that the volunteer can serve in.
9. Click the Save button.

Mark People as a Volunteer through Mass Manage

Looking to mark multiple people as volunteers at one time? This is the way to do that. 

1. Login to your Elvanto Admin account.

2. Click on the People section in the main menu on the left-hand side.

3. Click on the checkboxes of the profiles you would like to update in bulk. Once you have multiple people selected, click the Mass Manage Button at the top of the screen. 
4. Choose the action Change Field.
5. From the drop down and find Volunteer under Account Details
6. Choose Yes to mark those selected as volunteers and no to remove them as volunteers.
7. Click Perform Mass Manage button 

Update Volunteer Service Type through Mass Manage

Looking to assign service types to multiple volunteers at one time? 

1. Login to your Elvanto Admin account.

2. Click on the People section in the main menu on the left-hand side.

3. Click on the checkboxes of the profiles you would like to update in bulk. Once you have multiple people selected, click the Mass Manage Button at the top of the screen. 
4. Choose the action Change Field.
5. From the drop down find Service Types under Assets
6. Choose to add, remove or replace with. 
7. Select the Service Type you would like to add, remove or replace. 
8. Click Perform Mass Manage button.