e-volunteer agency administration
TRANSCRIPT
E-VolunteerAGENCY ADMINISTRATION
https://valleyunitedway.unitedwayepledge.org/agency
Agency Portal
• Use the Agency ID and Password that you have already received
• If you don’t know the information call United Way (203) 926-9478
• On your first login, you will be required to change your password
Main Administrative Page
This page will provide access to different administrative services depending on your level of access
Hover mouse over VOLUNTEER ADMINISTRATION and select VOLUNTEER HOME to access the Volunteer administrative site
Other administrative services will be coming later this year
Administration Home Page
Hover mouse over VOLUNTEER AMINISTRATION and select OPPORTUNITIES from the drop down menu
Opportunities Page
The page will show Opportunities that you have created previously and their status
Click the ADD button to add a new opportunity
New Opportunity
Complete all of the information
Click Submit
*Note all Volunteer Opportunities must be approved by United Way staff before showing on the web. They will show as published once approved and will then be visible to the public.
Opportunity
Complete as much information as would help a volunteer locate your opportunity
You will need to make someone the contact for the opportunity
Click the ADD button when complete
Opportunity Home Page
Click on any of the Title of any of the listed opportunities to display or modify
Use the icons to the left of the Title to:
1. Copy & create a new opportunity
2. See the dates and times for the opportunity
3. See what volunteers have signed up
4. View history of opportunity
Icons
Icons:
Allows you to copy the opportunity and create another similar opportunity
Allows you to add/maintain date and time slots
Allows you to see/approve/email and get a report of volunteers
Allows you to see the search history of the opportunity
Volunteers for an opportunity
Template lists all of the assigned volunteers
You can mail individual volunteers by clicking on their e-mail address
You can e-mail everyone on the list by clicking on SEND E MAIL
E-Mail Format
You can personalize individual e-mails by using the Text Variables
You can attach files by hitting the ATTACH FILE button and adding files from your computer
You may use pre-defined email templates!!!!
Generate a Spreadsheet
Creates a CSV file which can be opened with Excel
Generated Spreadsheet
Organization Profile
Organization Contacts
Shows contacts that have been assigned previously
New Contacts may be added
Select New Contacts
If you have other contacts connected to your organization already, simply select them from the list
To add a new contact, click on ADD NEW CONTACT
Add New Contacts
Agency Documents
Every agency should have their IRS designation letter on file
Other documents may be added as desired
Simply click on the ADD button
Add Documents
Use the Browse button to find and upload the document that you want
You can add effective and expiration dates for the document
Organization Descriptions
The initial description is the one already on file, but you may use the icons on the left to edit or expire
To add a new description, click on the ADD button
Add Description
Simply type in the text for the description
You may choose dates to make the description effective or to expire the description