I want restrict Register a Colleague button for employees only

This feature is only available on our volunteering module.

Our register a colleague feature is a great way to get teams and team members to register each other to an opportunity in the marketplace. At times there are activities that are only suitable for employees only.

For volunteering opportunities that you want the Register a colleague available to employees only, follow the steps below,

 


Company Admin > Volunteering > Action > Manage Volunteering

In Add Volunteering Opportunity

By clicking on Actions then selecting create an opportunity with or without a template a window will appear

Scroll down to the tick box below. The default is both boxes are ticked and register a colleague feature is restricted to Employees only, check the employees only box is ticked.

Then continue completing the rest of the fields and click Next.

In Edit Preview of an opportunity

If you decide to update the Register a Colleague button after the opportunity to be available to employees only you can always go back into Edit Preview of the opportunity. You will see the same tick box on the left side of your screen in the Edit fields, it typically is located just below the Scheduling section.

This setting is default for volunteering opportunities, however it was unticked previously remember to tick both boxes as shown above.

Then scroll down to the bottom of the screen and click Save. This will update the opportunity to restrict the Register a Colleague button to employees only. When an employee clicks the Register a Colleague button the below window will appear. You can only select employees that already have a user account and on the system, when you start entering an employee name a drop down menu will appear for you to select from.