đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Group Leaders have administrative oversight to manage their group's members directly through the User Portal. Administrators can assign one or more users as Group Leaders within any given group.
đĄTip: On-site attendance management and check-ins require the Group Leader to also be assigned as the Shift Leader for that Shift.
IN THIS ARTICLE:
Enable Organization Settings
Click Settings > Organization Settings.
Click the Portal tab.
Check the Enable Group Leaders option.
Click the Save button.
Assign a Group Leader
Click Volunteers > Groups.
Click the View Volunteers icon on the group you wish to assign a Group Leader to.
Scroll down to the Group Volunteers section.
Click the More Actions menu on the Volunteer you wish to make a Group Leader.
Click Make Group Leader. The following window appears:
Click the Yes button. The Group Leader appears with a green star icon:
User Portal View
If a Volunteer is assigned as a Group Leader, a Groups I am Leading section is available on their Dashboard:
Click the View button to view the Volunteers within the group:
Optional Group Leader Settings
Check the following additional setting options to customise the Group Leader experience. Click Settings > Organization Settings > Portal tab:
Allow Groups To Be Created In The Portal: Allows any Volunteer to create a group from their profile.
Allow Group leaders to remove Volunteers from their groups: Gives Group Leaders permission to remove volunteers from their assigned groups.
Group Leaders Attributes: The fields a Group Leader can view and export. Click the Use Default? button > click the dropdown > select attributes to add or remove.
Group Leaders Scheduling: Allows Group Leaders to schedule Volunteers to Shifts. If this setting is checked, the Group Leaders Can Apply On Behalf Of Group To Shift setting is unavailable.
Group Leaders Can Apply On Behalf Of Group To Shift: Allows Group Leaders to book their entire group onto a Shift at once. If this setting is checked, the Group Leaders Scheduling setting is unavailable.
Remove a Group Leader
Click Volunteers > Groups.
Click the View Volunteers icon on the group you wish to assign a Group Leader to.
Scroll down to the Group Volunteers section.
Click the More Actions menu on the Volunteer you wish to remove as a Group Leader:
Click Remove as Group Leader.