To get started with volunteer management on Duplie, you first need to identity your groups.  Groups allow you to communicate (email and SMS) with your users and volunteers.  They are also used to separate access and restrict sign-ups.  

• Identify and Create Groups
  • When logged in as an admin, go to Users and Groups.  There you will see a list of your current groups.  The default 'Admin' is the instance administrator and should only have 1-2 users -as they have full control over your instance.  A single user can be in any number of groups.  You will need to identify a name for group and how you want to separate your users and volunteers.  Remember, volunteers are just users who have signed up for an event/role.  If you have specific roles that are restricted to certain volunteers, creating a group for those users is important.  That way you can restrict that role and allow that group access to the role.
• Review and Update your Volunteer Application Form
  • To view your volunteer application form, go to Forms and Manage.  We should have created an initial form when your instance was setup.  Click Edit to modify the fields, approval workflow and notifications.  You can send out a link to this form to allow volunteers to register.  You can also create different application forms as an application form can automatically add users to a group.
• Create a Waiver (Optional)
  • If you wanted to require your volunteers and users to fill out and digitally sign a waiver form that will be saved to their profile, you can do that as a custom form.  As an admin, go to Forms and Manage.  From there on the right side click on the ellipsis (three dots) and create your waiver form.  This will create a generic waiver form.  Please review and modify this waiver to fit your needs.  Waiver forms are required by all users to be filled out.  Any user who has not filled out the form will be prompted on their next login.  By creating a new waiver form, all users in your instance will be prompted on their next login to submit the form.  All forms submitted by the user are saved on their profile.
• Create Events and Roles/Shifts
  • Now that you have identified your groups, you can start creating your events.  If you have recurring events that happen daily, weekly, etc. -You can create those.  The privacy level on the event determines "who" can see the event.  So if certain events are allowed to specific users, make sure those users are in a group and change the privacy of the event to restricted and specify the group to have access.  You can give multiple groups access to an event, and also restrict roles within the event.  Event and roles can both be restricted.
• Add or Import Users
  • Now that you have your groups and events setup, you can begin adding or importing users.  If you have a .csv file, you can upload that in our format.  To import a .csv file as an admin, go to Users  and Import Users.  When you import users you can specify a group to put the user into.  So if you have many groups, create multiple files with only the users who belong in each group.  Then select the import file for that group and choose the group to add them into.  By default Duplie will send imported users an email to verify and register.  This process links their account and lets the user setup their password.  If you choose not to send them an email, users will either need to 'Forgot my Password' on login, or you can contact info@duplie.com to send out emails for unverified accounts when you are ready.
  • You can also manually add users if you have a small number.
  • Another option is to ask your volunteers to fill out your custom Duplie registration form.  This form will create their user account and link the form submit to their profile for historical purposes.

We hope this helps you to get started using Duplie!  If you have any questions, feel free to reach out to info@duplie.com

You can also view our channel on YouTube for some helpful tutorials:

https://www.youtube.com/channel/UCAHgpbPyM5Wa4TCQEXd55EQ