IN THIS ARTICLE:
Overview
The Partner module can work together with groups within Rosterfy.
Groups can be affiliated with a single corporate partner, both admins and group leaders can manage this affiliation.
Partners can have multiple groups, and volunteers can belong to multiple groups.
Linking groups to partners will allow reporting to include Partner, Group and User level reporting.
Linking Groups to Partners (Admins)
Admins are able to create or update a group in the admin console, an admin can also select a partner to link the group to.
For instructions on how to create a group, check out the Creating a Group article.
Group Leaders
A Group Leader is a user assigned to oversee a specific group of users within Rosterfy.
They can:
View group member details (e.g., name, email, phone number).
Invite new members via customised registration links.
Link groups they lead to Partners (with appropriate permissions)
Assign group members to shifts (with appropriate permissions)
Note: Group Leader functionality must be enabled in your organisation settings.
Please follow the instructions below, however, if you do not have access to the required settings, please contact Rosterfy Support on [email protected] for further assistance.
A group leader can only be created by an admin user from within the group member list, on the admin console. Once a user has been made a group leader you can clearly identify them by the star.
For instructions on how to do this, check out the Group Leader - Overview article.
Group Leader Settings
Before you give a user Group Leader access, you need to enable some settings to allow them to create groups and link to an existing partner.
Follow these steps to get set-up:
In the Admin Console, navigate to Settings > Organization Settings.
Swap to the Portal tab, there are a number of settings here that impact Group Leaders:
Enable Group Leaders: This will enable you to assign Group Leaders.
Allow Groups to be Created in the Portal: Allows any user to create Groups from the portal.Allow Group Leaders to remove Users from their groups: Allows Group Leaders to remove Users from their groups, from the portal.
Group Leaders Attributes: Select the fields a Group Leader should see and be able to export.
Group Leaders Scheduling: Allow Group Leaders to schedule users to shifts.
Group Leaders can Apply on Behalf of Group to Shift: Allow Group Leaders to apply to Shifts on behalf of the group.
Once you have finished, click Save.
There are additional options that can be enabled for group leaders within Settings > Organization Settings > Events.
Maximum demand a group leader can book on a shift: This setting allows admins to set the number of demand a group leader can book on a shift.
Period before group leader bookings reserving demand expire: This allows admins to set a timeframe for how long a group leader is able to book demand against a shift.
Note: Both of these settings are just defaults, and can be overwritten by admins against specific shifts and events.
Note: If you do not have access to the required settings, please contact Rosterfy Support on [email protected] for further assistance.
Linking Groups to Partners (Group Leaders)
Group Leaders, with the right permissions, are able to create or update a group in the volunteer portal, a group leader can also select a partner to link the group to.
Note: Once a group leader links a group to a parter, it can only be changed by an admin.
Follow the simple steps below for group leaders:
Login to the Volunteer Portal.
Navigate to My Profile > Groups I am Leading.
If the group does not exist, click + Add Group, however if the group exists, click Update against the required group.
A pop-up will appear allowing group leaders to enter the name of the group and the option to link to a partner.
Once complete, click Create Group / Update.
More Information
For more information on group leaders, including inviting group members and applying to shifts, check out the Group Leader - Overview article.
For more information on the partner module, check out the Partners - Overview article.