Bulk Edit or Delete Volunteers

Select multiple active volunteers and change their program or permanent-group assignments together. Organization admins can also delete the selected volunteers from active access.

Permissions#

Organization admins can bulk edit assignments and use Delete selected.
Editors can bulk edit assignments only for programs they edit.
Volunteers cannot open Volunteers or use bulk actions.

Prerequisites#

At least one active volunteer must be visible in Volunteers.
The target program must be active and available to you.
Set group requires at least one active group in the selected program.

Select Volunteers#

Open Volunteers.
Optionally narrow the list with Search volunteers or Program.
On desktop, select the checkbox beside each volunteer or use Select all volunteers for the visible filtered list.
On a small screen, select Select volunteers, tap each volunteer, or use Select all.
Check the selected count before applying an action.

Changing a search or program filter does not automatically clear earlier selections. Select all adds all currently visible volunteers to the selection. Use Clear all or Cancel selection when you need to start over.

Bulk Edit Assignments#

After selecting volunteers, select Edit assignments.
Choose an Action.
Choose the Program the action should affect.
For Set group, choose a Group.
Select Apply to _N_ volunteers.

Action	Effect
Add program	Adds the selected active program to every selected volunteer. Existing assignments are left in place. Newly added access is Volunteer access.
Remove program	Removes that program from every selected volunteer and also removes their permanent-group leadership assignment in that program. Other programs are unchanged.
Set group	Adds the program if needed, removes each selected volunteer's current group assignment in that program, and assigns the chosen group.
Clear groups	Removes permanent-group leadership assignments for the selected program without removing program access.

Bulk editing changes program and group assignments only. It does not edit contact details, flags, passwords, or access levels, and it does not grant Editor access.

Delete Selected Volunteers#

Select one or more volunteers.
Select Delete selected.
Review the Delete selected volunteers? confirmation and its count.
Select Delete selected to confirm.

Outcome#

After a successful bulk edit, REKNOWN reports how many volunteers were updated, clears the selection, and shows the new assignments.

After bulk deletion, the selected active volunteer memberships are removed from active access and disappear from the active directory. Historical information is retained.

Troubleshooting and Notes#

If Delete selected is missing, only an organization admin can perform the deletion.
If Set group says the program has no active groups, create a permanent group before retrying. Deleted groups cannot be restored from the current interface.
If an assignment is denied, confirm that the program is active and that you are an admin or an editor for that program.
The entire bulk assignment request is rejected if one of the selected volunteers is no longer active or available.
Removing a volunteer's last program is allowed by the bulk assignment operation; the volunteer remains active but has no access to that program.