Team leaders help coordinate volunteering events and act as the main point of contact for volunteers on the day. If a session doesn't have a team leader yet, or you need to reassign the role, admins can assign a team leader directly from the platform.
There are two ways to assign a team leader:
- Via the manage registrations page.
- Via the manage events page.
Before you start
- You'll need admin permissions to assign a team leader.
Option 1: Assign a team leader from the manage registrations page
Step 1. Open the volunteer registrations page
- Open the left-hand navigation bar and select Volunteer registrations page.
Step 2. Filter for the event and session
- Use the search and filter options to narrow down registrations to the specific event and session you're assigning a team leader for.
- Learn more about searching and filtering registrations.
Step 3. Filter for volunteers who expressed interest in team leader
- Apply a further filter to show only registrations where the volunteer has expressed interest in the team leader role for that session.
- If there are no volunteers who have expressed interest in the team leader position for the session, you can considering filtering by other criteria such as filtering for past team leaders or volunteers who have registered for others.
Step 4. Review the registrations
- View the filtered registrations to decide who should be assigned as team leader.
Step 5. Assign the team leader
- Select the three action dots next to the registration, then select Assign as team leader.
- If the assignment is successful, a green notification appears at the bottom of the screen confirming "Team leader has been assigned successfully."
- If a team leader has already been assigned to the session, a confirmation modal appears letting you know someone else has already been assigned. Select Yes to proceed with the reassignment.
Note: Public registrations can't be assigned as team leader. If you try to assign one, a red notification appears at the bottom of the screen noting that the assignment failed.
Step 6. Confirm the assignment
- Once successfully assigned, the registration is flagged as Team leader under the volunteer's name.
Option 2: Assign a team leader from the manage events page
Step 1. Open the manage events page
- Open the left-hand navigation bar and select Manage volunteering.
Step 2. Go to the upcoming sessions tab
- Select the Upcoming sessions tab to view all upcoming sessions.
Step 3. Find a session without a team leader
- Sessions without an assigned team leader display an Assign leader link in the Team leader column.
Step 4. Select Assign leader
- Selecting Assign leader opens a modal showing the event details and all registrations for the event.
Step 5. Search for a registration
- Use the search bar in the modal to search registrations by name or email.
Step 6. Select the registration and save
- Select the registration you'd like to assign as team leader, then select Save.
- Select Cancel on the modal instead if you don't want to assign a team leader right now.
- A green notification appears at the bottom of the screen confirming the team leader has been successfully assigned.
Reassign a team leader from the manage events page
- If a session already has a team leader assigned and you want to reassign the role, select the three-dot action menu for that session and choose Change team leader.
- A modal appears showing the session details and the currently assigned team leader. Select Remove next to their name.
- Search for and select the person you want to assign as the new team leader, then select Save.
Confirmation and next steps
- The employee assigned as team leader receives an email letting them know they've been assigned to the role.
Learn more
- Team leaders in volunteering events
- How to register for a volunteer event
- Searching and filtering registrations