Managing Participants

Objectives:

• Learn different ways of managing participants

Introduction

One of your duties as an administrator is to manage participants. You see to it that the right people join the opportunity. You can also add and invite individuals to the opportunity.

How to Manage Participants

You can access the options by finding the opportunity in your organisation. 

To start, click [Organisations] on the left-hand sidebar of your Home page.

Find and click the opportunity whose participants you want to manage. Click [Opportunities] below the organisation name at the left-hand sidebar.

Click [Manage volunteers] found on the left-hand sidebar

Accept or Remove Individual

Volunteers who "Counted in" but were not accepted yet will show "?Pending" on the Status column. You can accept or remove them by clicking the respective buttons on the right column.

Add Volunteers for the Opportunity

There are 3 ways you can add volunteers on the opportunity:

1. By individual
2. By bulk
3. Targeted users

Once you click [Add an individual], you will be directed to a form you have to complete. 

Individuals who are already participants of the opportunity will not show up when you click [Add an Individual]. If the name of the user you wish to add as an individual does not show up, check the current participants, it might be they are also added to the opportunity or they do not have a profile on the portal.  

Tick the checkboxes and hit "Invite as volunteer".

If you clicked [Select from subscribers (bulk)], you will be directed to a page that contains all the subscribers of your organisation. Tick the checkboxes of the subscribers you want to invite on the opportunity and hit "Add Subscribers" below the form.

If you used [Invite targeted users], the platform's algorithm suggests users from the organisation's community most likely to attend based on a known data. Untick the checkboxes of subscribers you do not want to invite. Do not forget to hit "Add Subscribers" once you are ready to add them.