How do I manage my group through a website integration?

This article shows group managers how to manage their group through a Be Collective integration hosted on a volunteer organisation's website.

If your group has registered to Be Collective through a website integration hosted by another group (the 'host'), such as your local volunteer resource centre, you can perform a number of common tasks through within the integration through its management portal.

The management portal can be found in any website integration. The exact location of the management portal can differ depending on the host's website, but it can usually be found under Volunteering management, Organisations or similar.

Creating an opportunity

From the management portal, you can create a new opportunity without leaving the host's website by clicking + Create new opportunity. The opportunity builder is identical to the Be Collective app, and more details on how to use it can be found in the Help Centre article linked below:

How do I create an opportunity?

Advanced group and opportunity management

You can also edit any of your existing opportunities within the management portal by clicking Edit next to the opportunity name.

To view and manage an existing opportunity in more detail, click Manage next to the opportunity name. This link will open the opportunity in a new tab in the Be Collective app.

From within the Be Collective app, you can perform the additional actions on your opportunity:

• Review and approve timesheets

• View, manage and request endorsements

• Manage assigned volunteers and volunteer applications

You can also go directly to other advanced management functions in the Be Collective app, using the links below your logged-in name on the right of the management portal:

• Manage opportunities opens the Opportunities tab of your group management page. From here, you can view and edit all of your volunteer opportunities.

• Manage volunteers opens the Volunteer activity tab. From here, you can view assigned volunteers by opportunity and review volunteer applications.

• Manage schedule opens the Schedule tab. From here, you can create and edit shifts and schedules for your opportunities, and manage volunteers within shifts and schedules.

• Group settings opens the Settings tab. From here, you can edit the settings of your group, such as Group administration / access settings, public visibility and verification.

• Manage my groups / group Summary opens the Summary tab. From here, you can see an overview of volunteer activity and pending actions, such as new member/opportunity applications.

• Account settings opens your personal account settings. From here, you can manage your own account details, such as email, password and display name.

• Log out logs you out of Be Collective.