Step 4: Volunteer Roles

Display stock Volunteer Roles, or add Custom Volunteer Roles, that will be available for users to sign up for during the registration process.

Example of Custom Volunteer Role: Snack Mom/Dad

*If you're not already on Step 4 of the Registration Wizard, you can get to it by going to Registration >> then Edit next the Program then click Team Personnel

Move switch to YES if you want to display a Volunteer Role for this Program.



Steps to Configure/Edit Custom Volunteer Roles:

  1. To add a custom volunteer role, just add the Name of the volunteer role in the Custom Volunteer Role box. Then click on Add New Volunteer Role.

  2. You can now click on Edit next to the new volunteer role or existing standard roles to add any custom volunteer role questions or edit the existing questions.

  3. You can choose to display or require standard questions on the volunteer page. If you want to run a background check through a third party, you might want to require questions like SSN or Drivers License #. You can also choose to add your own custom question at the bottom. 

  4. You also have the chance to require document uploads from the volunteers. This is useful if paperwork is needed such as a coaching certification, medical waiver and proof of background check. Create a question for each document upload you require. After they have been uploaded by the volunteer, they can be verified in Team Personnel Verification.


  5. Please make sure to always Save after editing by clicking on the Continue button prior to updating the form. 

  6. Click on the green Next button to go on to Step 5: Program Emails.

  7. See how to configure custom volunteer roles below or click on the green Next button to go on to Step 5: Program Emails.

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