In this first tutorial, we will go over how to access your main VolunteerHub site as an administrator. For the purposes of demonstration, we will use a fictional organization called “San Francisco Outreach Center.”
Open a web browser and enter the web address of your Hub as provided by VolunteerHub (e.g., "YOURORGANIZATION.volunteerhub.com"). If you are new to VolunteerHub and do not yet have the link to your site, that link will be provided in your first implementation session.
You should see the Events page of the Volunteer View, the central and most frequently used page of your Hub. The Events page is simplistic by design. Our experience has shown that volunteers feel more comfortable when presented with a simple interface that offers a gentle learning curve.
If your implementation plan requested volunteers to have to sign in before seeing events, you will first be brought to the Sign In page.
To sign in as the administrative user, click on the Sign In link in the upper-right corner of the site, just above the main navigation links.
In the Username and Password fields on the right side of the screen, enter your username and password. Then, click the Sign In button. If you wish to be an administrator of the site but are not the person who purchased the site, please have the current administrator create an account for you. If the administrator is no longer with your organization, please send us a message to request access.
For security reasons, VolunteerHub normally signs you out after 20 minutes of inactivity. You can bypass this automatic feature by checking the “Keep me logged in” box during sign-in. You can always sign-out manually by clicking the “Sign Out” link on any page.
After successfully signing in, you’ll be returned to the Events page, now with the Admin link in the upper-right. Click that link to enter the administrative interface.
The top blue bar contains a few shortcut features (Figure 1):
- Clicking the VolunteerHub logo on the left returns to the main Dashboard.
- Clicking your name opens a drop-down menu where you can access your account, update billing preferences or sign out.
- The search (magnifying glass) icon allows you to search for the name of a user, event or group.
- The help (?) icon opens the support pane, from which you can review the latest support news articles, send a message to VolunteerHub Support, or open our support site in a new tab.
If you ever need assistance with your site, click the help (?) icon in the top navigation bar. Support messages are the fastest and most reliable way to get in touch with our support staff regarding any questions or issues you have with your site, and we generally respond within one business hour.
In the upper left corner is the main menu, represented by three horizontal lines (also known as a "hamburger menu"). The main menu contains clickable tiles that allow you to navigate to the various administrative features and functions of your VolunteerHub site (Figure 2). Note that some features are applicable only for sites with a specific plan or add-on feature enabled.
- Dashboard: View and create upcoming events and view recent VolunteerHub support news articles.
- Events: View and edit event-specific information.
- Event Groups: View and edit the Event Group structure.
- Recurrence Templates: View and edit Recurrence Templates for events that happen on a recurring basis.
- Users: View and edit user-specific information.
- User Groups: View and edit the User Group structure.
- Deduplicate: Search your site for duplicate user accounts and merge duplicates into single, combined accounts.
- Approve Hours: Accept or reject hours submitted by a volunteer for events allowing users to submit hours manually.
- Landing Pages: Create and edit landing pages specific to a User Group and/or Event Group.
- Donation Pages (if applicable): Create pages where volunteers can submit a one-time donation.
- Reports: Run a variety of out-of-the-box reports on the data in your VolunteerHub site.
- User Form: View and edit the questions on the volunteer user application and administrative fields on users' profiles.
- Kiosk: Launch the virtual Kiosk for volunteer self check-in.
- OnSite: Launch the administrative event management and check-in tool.
- QR Check-In: Generate a QR code for volunteer self check-in for a specific day.
- Import Users (if applicable): Import a CSV file of users.
- Export Users (if applicable): Export a CSV file of users.
- Advanced Waivers (if applicable): View, create and edit volunteer waivers.
- Uploads (if applicable): Import files (max 2MB) to share/link throughout your VolunteerHub site.
- Settings: Edit your organization-specific and site-wide settings.
- Volunteer View: Preview your site's schedule and account options as a volunteer.
Now that you are signed in, you may begin working in your site.
(Continue to Part 2: Customizing Your VolunteerHub Site)
(Back to Introduction)