1. Volunteer Management
  2. Roles and access
Reference

Who can do what in Volunteer Management

Give program staff access that matches their part of volunteer work.

Who can do what

Permissions by role
RoleVolunteer directoryRoles and screeningShifts and coverageAssignments and decisionsService hoursOperations evidence
AdminEditEditViewEditViewEdit
Volunteer CoordinatorEditEditViewApprove—Edit
Program ManagerViewEditEditViewViewView
Screening ReviewerEditEditViewView—Edit
Operations Analyst——ViewViewViewView

Each role in detail

Admin

Maintains organizational setup, staff access and the program's record structure.

Can

  • Manage Organizations, team members, Users, volunteer roles
  • View Volunteers, volunteer shifts, volunteer assignments, service hours, operation receipts

Volunteer Coordinator

Maintains volunteer records, prepares placements and records assignment decisions.

Can

  • Manage Volunteers, volunteer assignments, review decisions, record attachments
  • View volunteer roles, volunteer shifts, operation receipts

Reviews and approves

  • Approve volunteer assignments

Starts on: Submitted assignment inbox

Program Manager

Plans activities, roles and shift coverage across a program.

Can

  • Manage program activities, volunteer roles, volunteer shifts
  • View Volunteers, volunteer assignments, service hours, operation receipts

Starts on: Activity planning

Screening Reviewer

Reviews screening progress and supporting documents before placement.

Can

  • Manage Volunteers, record attachments
  • View volunteer roles, volunteer shifts, volunteer assignments

Starts on: Volunteers awaiting screening

Operations Analyst

Reads coverage, service and exception records for operating reviews.

Can

  • View program activities, volunteer shifts, volunteer assignments, service hours, review decisions, operation receipts

Starts on: Activity planning

Set up Volunteer Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started