❖ Heads up! This article is intended for Agency Managers. If you're a Site Manager, click here.
Once you've registered your Agency on a site and set up your profile, you can add volunteer Needs and events, review your Agency's stats, add volunteer responses, and more! Here we cover:
How to access the Agency Manager view
To get started, click My Agency from the top of the screen after you log into your account.
The Agency Manager dashboard
When you navigate to My Agency, you're taken to the Agency Manager dashboard where you can manage your Agency's profile, add volunteer Needs, review schedules, find helpful resources, and more!
Tabs on the Agency Manager dashboard
There may be additional tabs available depending on the site you're registered with.
Tab | Description |
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View | This takes you to the front end of the site where you can see what your Agency's profile looks like to volunteers. |
Edit | Here you can edit your Agency's information, add or remove Agency Managers, etc.
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Needs | Ready to create a Need or want to manage existing Needs? This is where you can!
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Events | Here is where you can create and manage events for your Agency.
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Stats | Want to see how your Agency is doing? Check your Stats tab for data on your Agency's responses, hours, and more!
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Schedule | Want to review your Agency's schedule, see who has responded to a Need, or even contact the volunteers who have responded? You can from the Schedule tab! |
Time Tracking | Do you need to submit volunteer hours for your volunteers? You can from here! This is also where you can review and manage submitted hours for your Agency's Needs. |
Check-In | Here is where you can launch your Check-In Kiosk or check volunteers in for a Need they've responded to! |
Checked In Now | This is where you can see who is currently checked in for a Need. You can also check them out from here as necessary! |
Agency Manager's Toolbox
The Agency Manager's Toolbox is a resource you can use when you have questions about managing your Agency or if you need to contact the Site Manager. Click the Click here to open Agency Manager's Toolbox banner to be taken to a page where we've shared helpful resources for Agency Managers! These include:
- Training resources
- Links to the help center
- Resources to help you get started
- The Contact My Site Manager button
Help Center link
We have an extensive library of resources in our Help Center to help you use the software successfully! You can visit the Help Center anytime for a quick self-help option. Just click Help in the top right corner of the page and select the Agency Managers—Click Here folder.
Helpful tips
There are question marks beside some fields in the Agency Manager view that provide you with clarification or further instructions. For example, when you're on the Edit tab, there's one located beside Agency Managers. Hover over these to receive helpful tips and instructions!