Volunteers

Edit or Delete a Volunteer

Update a volunteer's profile, program access, access levels, and permanent-group leadership, or remove the volunteer from active access.

Permissions#

  • Organization admins can edit volunteers across the organization, set Volunteer or Editor access, and delete volunteers.
  • Editors can view and edit volunteers who share a program they edit. They can manage assignments only for programs they edit and cannot grant Editor access.
  • Only organization admins can use Delete volunteer.
  • Volunteers cannot open Volunteers.

Prerequisites#

  • The volunteer must be visible in your Volunteers directory.
  • For program or group changes, the target programs must be active and available to you.

Edit a Volunteer#

  1. Open Volunteers.
  2. Use Search volunteers or the Program filter if needed.
  3. Select View for the volunteer. On a small screen, select the volunteer's card.
  4. Select Edit volunteer.
  5. Update the available fields and assignments.
  6. Select Save volunteer.

Editable Fields and Options#

Field or optionDetails
BirthdayOptional; must be a real date from 1900 through today.
GenderOptional; choose Male or Female.
Phone numberOptional; use a valid 10-digit US or Canadian number.
Address line 1, City, State, ZIP/postal code, CountryIf any address is kept, these fields must all be complete. Clear the address fields to remove the address.
Address line 2Optional.
ParentAdds or removes the parent marker.
StaffAdds or removes the staff marker.
Program accessSelect the programs the volunteer should access. Editors see and manage only programs they edit.
Access levelAdmin-only choice of Volunteer or Editor for each selected program.
GroupOptional permanent-group leadership assignment for programs that use active groups. One group can be selected per program.

The Edit volunteer form does not change First name, Last name, or Email. Names must be changed by the user from their own account profile; this form provides no email-change action.

Delete a Volunteer#

  1. Open Volunteers.
  2. Find the volunteer.
  3. Select Delete volunteer.
  4. Review the Delete volunteer? confirmation.
  5. Select Delete volunteer to confirm.

Outcome#

Saving updates the volunteer's profile and the program and group assignments you are allowed to manage.

Deleting removes the membership from active access and from the active volunteer directory, but keeps its history. This is a soft deletion rather than destruction of historical records.

Troubleshooting and Notes#

  • If Delete volunteer is missing, you are not signed in as an organization admin.
  • If a program is missing while editing, confirm that it is active and that you have permission to edit it.
  • If an address is rejected, complete all required address fields or clear the entire address.
  • Deleting a volunteer does not present a restore button in the directory. In eligible cases, creating a volunteer again with the same email reactivates the deleted membership; see Create a Volunteer.
  • Use Reset a Volunteer Password for credentials; editing the profile does not change the password.
  • Use Manage Volunteer Photos to add or replace the volunteer's account photo.