Volunteers and teams

Build your roster by ward, form teams, import volunteers and invite them.

Open Field › Volunteers. The roster shows your volunteers by ward and team, with masked contact values only.

Adding volunteers#

Add a volunteer with:

• name, role and ward;
• status and availability, plus skills and notes;
• an optional linked person (their supporter record, so they can be messaged);
• an optional tenant user (their sign-in account, needed for the field app and the phone bank);
• an optional team.

The roster form has no contact fields on purpose: phone numbers come from the linked person record, where they stay sealed.

Importing volunteers#

Under Onboarding imports, upload a CSV with the columns name, role, ward_id, availability, skills, notes. The import accepts no contact fields. You can roll an import back for seven days.

Teams#

Create a team with a name, a ward and an optional team lead. Assign volunteers to teams so walk lists, tasks and reports can work by team.

Inviting volunteers#

Link the volunteer to a person record, then choose Prepare SMS invitation in Sends. The invitation goes out as a normal send. To give a volunteer the field app, create a sign-in account for them in Settings › Users with the Volunteer role and the right ward, then link it here.

Payouts#

Each volunteer's Payout history shows read-only records from Finance, such as allowances paid by M-PESA, with masked values.