Business (Corporate) Module
Currently, business accounts can only be created by Volunteer Action Centers. Once a business is created, teams can then be associated with the business by the VAC, the business or the team itself. The business will then have information on the teams’ data and activities.
Note: Business accounts only have a “view” access, which means businesses cannot update any of its team’s information/data.
- Associated Teams
- Associated Volunteers
- Applied Opportunities
- Associated Team Hours
- Associated Routes
- Associating Teams
- General Settings
- Association Notifications
Once a business account is created by the Volunteer Action Center, an email will be sent to the primary contact which contains the account’s login information. The user can then login to the system using the account username and password.
Once logged in, the user will first see the Business Dashboard. It will display a quick count of the active teams and volunteers, as well as the opportunities, hours and routes assigned to these teams.
Associated Teams section is also visible on the dashboard. This gives the user a quick view of the team activities.
Teams can be associated with the business by the VAC, the business or the team itself. The business will be able to view all the associated teams by viewing the list of Associated Teams. They can view each of the team’s profiles by clicking the Team Name.
Volunteers who are part of the associated teams are listed under Associated Volunteers. This provides the business more information on the members.
Again, businesses only have a “view” access so they cannot update any of the volunteer’s or team’s information.
This list displays all opportunities assigned to all teams. This gives the business information on the opportunities like the name of the organization that created it and also its schedule date range.
On this list, the user is able to sort by the different column headings.
Associated Team Hours
For the business to know the number of hours rendered by the team, they can refer to the Associated Team Hours list. This gives them the total of hours worked by the teams for each opportunity.
This list can also be sorted by the different headings.
Associated Routes (For Client wtih Meals on Wheels add-on only)
The Associated Routes page provides a summary of the routes assigned to each associated team.
This list can be sorted so the user can easily identify routes, locations, opportunities and teams.
The business can also select teams who they want to associate with.
In order to select teams, the user must select ‘Associate Teams’ from the Main Menu. The ‘Associate Teams’ page will display a list of teams registered under the associated VAC. From this list, the business can select teams to associate.
Since teams can also associate themselves with a business, the latter has the option to require application review or not.
In order to change this setting, the user must go to General Settings under the Main Menu.
On this page, the user will find the option on activate or deactivate approval requirement for Business Team association.
This setting will allow the business to review all team associations before they approve or reject. An email will be sent to the organization to review and process this application.
Once the user is logged in, the user will see the pending teams on the ‘Approval Pending’ tab on the dashboard. This is where they get to approve or reject application.
Whenever a team is associated with the business, an email is sent to the business’ primary contact for notification.