How To: Assign/Update Position

Audience: Chapter Manager

Introduction

Volunteers in SCORE can participate in different positions. Some of these positions are in leadership roles in which volunteers are appointed as leaders. Some positions are voluntary such as Coach and/or Interviewer. An individual can hold more than one position and a position can also be held by more than one individual. This guide is intended to provide Chapter Managers the various positions available in Engage and how to assign and remove positions.

Note: To view the full list of notifications for the Volunteer Journey, click here. (You must be signed in to your @scorevolunteer.org account.)

Table of Contents:

• Positions
• Assign a Position

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Positions

Assign a Position

1. Type the volunteer’s name into the search bar. Click Search.
2. Click the volunteer’s name from the list to open their contact record.
   
3. On the right column is the Organization Affiliations section, click the drop-down arrow  and click Edit.    
   
        
   
   
4. Locate the Position held.  Highlight the Position by clicking on the position name. Click on the arrow  to move the position to the Chosen column. To select more than one position, hold down the Ctrl button while clicking on the position names. Click Save.       
   
                          
   
   

   Relevant Resources:

   • Engage Positions and Permissions
   • Roles of Inclusion and Diversity
   • A Comprehensive Guide to Classifications