❖ Heads up! This article is intended for site managers. Only site managers can review and manage team responses. Team leaders can manage their own teams, but only site managers have access to the Teams area for a site.
Do you need to review team responses to see who is in a team, how big the team is, and which Need they've responded to? You can from the Teams area on your dashboard! Here we cover:
- How to manage team responses
- Team leader perspective
ⓘ So you know: Some sites have language overrides in place. This means you might see Programs in place of Agencies, Opportunities in place of Needs, or even Prerequisites in place of Qualifications. Contact us to request your own language overrides!
How to manage team responses
How to review team responses
1. Go to Volunteerism > Teams. 
2. Click the Team Responses tab. 
3. Here you can review what teams have been created on your site, how big they are, which Need they responded too, etc.
- You can filter the table to see the data you need!
How to edit a team response
1. Go to Volunteerism > Teams.
2. Click the Team Responses tab.
3. Select the Team Name from the table that you wish to edit. 
- This opens up the Team Response window.
4. Here you can remove team members, make a team member the team leader, add hours, and more! In the Team Response window, you can:
Add hours to individual team members
1. Under Team Members, click the hourglass icon under the Options column for the individual you want to add hours to. 
2. Fill out Hour Details and write a Description as needed.
3. Click Submit Hour Entry. 
Add default hours
1. Under Team Members, check the boxes beside the emails for the individuals you want to add default hours to.
- You can check the box at the top by the Email column to select all!
2. Click + Add Default Hours.
Email individual team members
1. Under Team Members, click the individual's email under the Email column. 
2. Fill out all necessary fields and click Send Email when you're ready! 
Email several team members at once
1. Under Team Members, check the boxes beside the emails for the individuals you want to email.
- You can check the box at the top by the Email column to select all!
2. Click Email Members.
3. Fill out the Subject and Message fields and click Send Email when you're ready! 
Copy important links
You can find the following links in the Team Response window under Team Members: 
- Copy Join Link: Click this to copy a join link that you want to share with potential new team members!
- Copy Resume Link: Click this to copy a link to the team resume that you can then share with others!
- This can be a fun way to include friendly competition between teams that want to compare their contributions and achievements!
Add a team member
If the team isn't at capacity already for that Need, you can click the Add Team Member button in the Team Response window under Team Members, to add new members.
- If the team is at capacity for that Need, then you won't be able to interact with that button.
1. Click Add Team Member.
2. Enter a valid email address.
- If the user has an account on the site, then their information will populate in a popup window. Click Yes to confirm that selection or No to cancel.
- If the user doesn't have an account, enter a valid email address and their first and last name
3. Click Submit Member when you're ready!
ⓘ So you know: If the Need requires a qualification, you'll be notified. Keep in mind that volunteers might be blocked from adding unqualified team members to a team response.
Remove a team member
To remove a member from a team, click the X under Options in the Team Response window under Team Members. A popup appears to confirm your selection, click Yes to confirm or No to cancel. 
Unregister a team
If you need to unregister a team, click Unregister Team in the Team Response window under Team Members. 
- This only unregisters the team for that Need response.
✏️ Quick Tip: You can also click the X icon under Options on the Team Responses page for each Need response to remove or unregister them from it. 
Change the team leader
If you want to change who the team's leader is, check the box under the Leader column for the new leader in the Team Response window under Team Members. 
ⓘ So you know: You must check the box for a new leader before you uncheck the box for the old one.
Edit team hours
1. Under Team Hours in the Team Response window, click the pencil icon for the hour entry you want to edit. 
2. This opens the Edit Hours form—edit the Hour Details and Description as needed.
3. Be sure to click Submit Hour Entry when you're ready!
ⓘ So you know: You can delete an hour entry for a volunteer on the team by clicking the X under the Options column here.
How to export team response data
1. Go to Volunteerism > Teams.
2. Click the Team Responses tab.
3. Select Export All Teams to export team responses data to a CSV. 
Team leader perspective
Team leaders can manage their teams with similar functions as you! When they click Manage Team under My Teams in their profile, they can:
- Add default hours
- Email team members
- Copy the join link
- Copy the resume link
- Edit hours and responses
- Remove responses
- Change the team leader
- Unregister the team
- Review their team hours
