Adding colleagues to your organisation

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How can I add a colleague?
Step 1: Have them join Reach
Step 2: They should request to join your organisation
Step 3: You approve their request
How do I become the contact for my colleague’s role?
Why can't my colleague and I both view the same applications?
How do I become the primary contact for my organisation?
What should I do if the existing contact is no longer at my organisation?

How can I add a colleague?

Step 1: Have them join Reach

They should first complete our “Join the community” form and verify their email address by clicking on the link we email them. Step 2: They should request to join your organisation When your colleague clicks on the link to verify their email address, they will be brought back to the site and have the option to either create a volunteer profile or register as a contact for a charity. They should click the button to register as a contact for a charity.

Step 2: They should request to join your organisation

When your colleague clicks on the link to verify their email address, they will be brought back to the site and have the option to either create a volunteer profile or register as a contact for a charity. They should click the button to register as a contact for a charity. 
 

Note, if they already have an account, to see these options, they can select “Add a profile” from the “Your Account” drop down menu.

On the next page, they should enter the name of your organisation and click “Continue”.

They should now see a page that lists your organisation. They should click the link to “Request to be added as a contact”. 
 

(If they don’t see this screen, and instead see one asking for details of their organisation, click the “Back” button and make sure to enter your organisation name exactly as it is registered.)

After clicking “Request to be added” they will ask to complete a short form with their role title and contact details. On submitting this, we will send an email request to the primary account holder. 
 

Step 3: You approve their request

As the primary account holder, you will now receive an email asking you to approve their request. The email will have a link you can click on, or alternatively, you can find a link to manage your contacts under the “Manage account” page of your dashboard. 
 

Either way you will end up on a page listing all contacts for your organisation. Your colleague’s account will show as “pending”. Click the Approve link to approve their request. 

They can now post their own volunteer and trustee opportunities to the site. They can also see and edit colleagues’ opportunities -- but they can’t see the conversations. To do that, they need to become the contact for that role. 

How do I become the contact for my colleague’s role? 

Opportunities can only have one contact. This person is responsible for replying to any queries and applications in a timely fashion, and for closing the opportunity when you are finished recruiting.

You can change who is the contact for an opportunity by editing the opportunity. Go to “Manage Opportunities” and find the opportunity you want to edit. Click the Edit button next to the opportunity. 
 

Once on the edit screen, at the top of the form you should see “Contact” and a drop down list of all active contacts for your organisation. Select the contact you want, and hit save at the bottom of the page.

The new contact will now receive notifications for any new applications or questions. You will, however, both receive notifications for any existing conversations.

Why can't my colleague and I both view the same applications?

For some organisations, it won’t be appropriate to share applications and conversations. Some contacts may share an organisation profile on Reach, but might not know each other or even be in the same office. Understandably, in these circumstances they might not want other users to easily access and reply to their messages.

It’s also really important that contacts know who is responsible for replying to volunteers. By having one contact per opportunity, we hope it makes it clear who is ultimately responsible for replying to volunteers and closing off the opportunity. 

What should I do if the existing contact is no longer at my organisation?

We’re here to help. Create a basic account and request to join the existing organisation, and then call us at 020 3943 9901 or email us at help@reachvolunteering.org.uk to let us know that your request can’t be approved because the primary contact is no longer at your organisation (or is not available). 

How do I become the primary contact for my organisation?

Please contact our service team at help@reachvolunteering.org.uk.