PurposeFULL Connection

Getting started as an Admin

Who this is for: Admin

Admin

Set up locations, roles and the first programs; then your week is approvals, check-ins and messaging.

  1. Sign in. Admins get Home, Programs, Check-In and Admin in the tab bar.

    PurposeFULL Connection: Sign in. Admins get Home, Programs, Check-In and Admin in the tab bar.

  2. Admin → Locations: add the facilities programs happen at.

    PurposeFULL Connection: Admin → Locations: add the facilities programs happen at.

  3. Admin → Roles: create admin roles (for example Coordinator) with just the permissions that job needs, and assign them to staff.

    PurposeFULL Connection: Admin → Roles: create admin roles (for example Coordinator) with just the permissions that job needs, and assign them to staff.

  4. Admin → Training: schedule the orientation sessions new volunteers must attend.

    PurposeFULL Connection: Admin → Training: schedule the orientation sessions new volunteers must attend.

  5. Programs → Post activity: publish the first opportunities.

    PurposeFULL Connection: Programs → Post activity: publish the first opportunities.

  6. Each week: approve hours under Admin → Approvals, review Applications, run the Check-In desk on the day and message volunteers from Messaging.

    PurposeFULL Connection: Each week: approve hours under Admin → Approvals, review Applications, run the Check-In desk on the day and message volunteers from Messaging.

Related guides

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