Your Site's Approval Settings

Created by Brittany Crow, Modified on Tue, Sep 3 at 4:04 PM by Brittany Crow

Heads up! This article is intended for Site Managers. Only Site Managers can make changes to a site's approval settings.   


Your site offers automation settings to help streamline your volunteer management process! You can decide if hours are automatically approved when submitted or if they must be reviewed and approved manually. You can opt to review and approve new Agencies when they register on your site or let them be automatically approved upon registration, etc. Here we cover: 

So you know: When a volunteer submits hours, an Agency Manager must review and approve them for their Agency. As a Site Manager, you can always manually approve or deny submitted hours. 


How to set up a site's approval settings

1. Go to Settings > Main Settings

2. Scroll until you see Approval

3. Establish your approval settings. 

4. Remember to click Update Settings to save any changes you make! 


Agency approval settings

Here you can manage your approval settings for Agencies on your site:

  • Auto Approve Agency Profile Updates: Toggle On to automatically approve any submitted Agency profile updates
  • Auto Approve Agency Needs: Toggle On to automatically approve submitted Agency Needs
  • Auto Approve Agency Submitted Events: Toggle On to automatically approve submitted Agency events 
  • Auto Approve New Agencies: Toggle On to automatically approve any new agencies as they register on your site 
    • Keep it toggled Off to manually review and approve new Agency registrations before they're added to your site

✏️ Quick tip: Remember to click Update Settings to save any changes you make! 

 

Hours approval settings

There are three options for Hours Approval: 

  • Volunteers must submit hours for approval
    • This setting requires volunteers to submit their hours for approval—they aren't automatically approved. 
    • We don't recommend using this setting as it requires volunteers to manually enter and verify their hours—which is sometimes a missed step leaving them with missing or inaccurate hours. 
  • Hours logged will automatically be submitted for approval
    • This setting means that any hours submitted must be reviewed by you, or another Site Manager, for approval. 
  • Hours logged will be automatically approved 
    • This setting means that any hours submitted are automatically approved without your review first. 

✏️ Quick tip: Remember to click Update Settings to save any changes you make!