How to Manage Service Teams

To manage Service teams, follow these steps:

  1. Navigate to Service Teams:

    • In the Admin Area select Services > Teams.
  2. Manage Existing or Add New Team:

  3. Select or Create Sub-Teams:

    • Teams are divided into sub-teams. Select an existing sub-team or create a new one.
  4. Add Team Members:

    • Once the sub-team is created, add team members by clicking the ‘Add Team Member’ button.
    • You can either browse through the list of departments, sub-departments, and positions to find volunteers assigned to specific positions or type their name into the search box.

Things to Consider

  • Utilize sub-teams to better organize and manage your volunteers.
  • Ensure that team members are correctly assigned to their specific roles for accurate service planning and reporting.