A Volunteer Group is an organized group of volunteers who belong to your organization, brought together for a specific purpose.
To get started, choose Volunteerism > Volunteer Groups from the Argenta main menu on the left-hand side of the screen. This opens your Volunteer Groups list. From here, click the Add A New Volunteer Group button.
A new group is created and you are taken to the Volunteer Group Workspace, on the Group Details tab. This is where you enter the details about your new group. Let's look at each setting:
Record-Level Permissions. At the top of the Group Details tab you'll find two switches. Turn on Set As View Only to allow others to see this record but not change it, or turn on Lock This Record to prevent users from viewing or updating it unless they are a master admin or have been granted access. You can also manage who has access on the Record Permissions tab.
Group Name. Enter a name for your new group. This field is required.
Group Description. Enter an optional description of the group.
Active Date. Enter the group's active date by typing a date or using the date picker. This field is required.
Group Status. Defaults to Active. Change it to Inactive if needed.
Group Category. Optionally categorize the group by selecting a category from the list.
Team Member Sponsor/Owner. Start typing to find and select the team member responsible for this group.
Budget Amount. Optionally enter a budget amount for the group.
Budget Term. If the group has a budget, select the budget term (Weekly, Bi-Weekly, Monthly, Quarterly, or Annually).
Chapter, Division, and Department. If this group belongs to a specific chapter, division, or department, select the appropriate one from each list.
District and Precinct. Political organizations will also see District and Precinct options. Select a district first, then choose a precinct.
When you're finished, click Save All Changes to save and keep working, or Save All & Exit Record to save and return to your Volunteer Groups list. Exit Record leaves without saving.
You can also add related files or notes to this group using the Group Files and Group Notes tabs. For help, see the KB articles Add Related Files and Add A Note to the Notes Section.
Volunteers In This Group
This tab lets you add members to the group. To add a volunteer, click Add New on this tab to open the Add A Volunteer To Group screen, then enter the following:
Volunteer. Start typing the volunteer's name to find and select your group member. This field is required.
Active Date. Defaults to today's date. Change it by typing a date or using the date picker. This field is required.
Role in The Group. Choose the volunteer's role from the list. This field is required.
Click Add This Group Member to add the volunteer and return to the Volunteers In This Group tab, where you can add another member. Cancel & Exit returns you without adding.
Record Permissions
Records can be locked so that only master admins and the users listed here can view or edit them. The Record Permissions tab has two areas, View Only Access and Locked Record Access. To give a user access in either area, start typing their name in the Add User box, choose them, then click Add. Users under View Only Access can still edit a view-only record, and users under Locked Record Access can still open a locked record.