You can make members in your database volunteer service providers, allowing them to complete service requests for other members.
Navigate to the Control Panel > Services Tab > Setup Section > Service Providers.
Click the Make a Member a Volunteer button. Search for the member and select them.
Additional fields are available for Service Providers. To access those fields, use the search panel to find the member, then click the Edit icon in the Maintain Column to view and manage their volunteer record.
Apart from contact information, there are a few additional fields you'll want to fill in for a Service Provider assisting Village members:
-
Visibility - Control whether the volunteer is active
- Active and Visible - provider can be selected for services
- Active and Not Visible - provider can't be selected for new requests; can handle requests already scheduled
- Inactive - provider cannot be added to service requests, will be included in reports
- Metro Area - If your Village relies on Metro Areas for services, add te Metro Area for the non-member to limit their requests to a specific area.
- Village Information Emails—This box is automatically checked for new non-members; uncheck it to allow them to receive general blast emails from the Village.
- AOR Emails - Choose whether to include the non-member in Automated Open Request emails (see Setting Up Automated Open Request (AOR) Emails).