Organization

Department / Program

Q: How do I add a new Department or Program?

A: Visit the main Organization tab (i.e. select your organization’s name along the left-hand side) to set up your organization’s Department / Program.

Select the Department / Program icon
Select thebutton (top right) to add a new department or program (e.g. HR Department, Reading Program, Volunteer Department, Accounting)
Enter the Name of the department or program
Enter a description of the department or program
the information

NOTE: You can add an unlimited number of Departments or Programs. Simply select thebutton (top right) to add another Department / Program.

Set up your Organization

Q: How do I set up my organization?

A. Visit the main Organization tab (i.e. select your organization’s name along the left-hand side) to set up your organization’s profile in Charity Republic.

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• General:
– Select Type of organization (e.g. Charity, Non-profit)
– Select Volunteer Centre your organization is affiliated with
– Enter Charity or Non-profit registration number
– Include a general description of your organization. Note: This information will appear in volunteer opportunity posts.

• Upload your organization’s Logo
• Achievements: Add custom drop down achievements such as training programs (e.g. Orientation, AODA Training)
• Options: Select fields that can be edited or accessed by volunteers and/or supervisors. Assign access levels to Supervisors by Department of Site.
• Add Departments / Programs, Sites and Positions within your organization (along top)

Site vs. Department

Q: What is the difference between a Site and a Department?

A: A site is a geographic location (e.g. address for the Main Office). Examples of a department and/or program include a Reading Program or Human Resources Department.

Access Options

Q: Which access levels are available in Charity Republic?

A: There are 3 levels of access:

(i) Administrator
(ii) Supervisor
(iii) Volunteer

Q: Do volunteers have access to Charity Republic?

It’s an organization’s choice whether to invite a volunteer to use Charity Republic or not. Perhaps some volunteers are not tech savvy, or an organization prefers to have full control over a volunteer’s profile. Therefore, an organization is not required to invite a volunteer to use Charity Republic.

To learn more about inviting your volunteers to use Charity Republic, visit the Invitation instructions here.

Q: What information do Administrators, Supervisors and Volunteers have access to?

The Administrator has access to everything, including all volunteer profiles and has full control over the organization’s profile (i.e. Departments / Programs, Sites, Positions).

Administrators can choose to hide and disable fields and limit Supervisor access to volunteer information via the Options section in an organizations’s profile (further details below).

A Supervisor has access to most sections, except some of the overarching organization fields. Administrators can limit Supervisor access to volunteer information (further details below).

A Volunteer has the ability to add hours, achievements, update their volunteer profile, and run reports for themselves. That is, if you choose to “invite” and provide a volunteer with access to Charity Republic. Once invited, fields can be locked or hidden from a volunteer’s view as well.

Q: Can the Administrator control the information supervisors have access to?

A: Yes, fields can be locked or hidden from a Supervisor’s view. Administrators can also modify Supervisor access to volunteer information by: Department, Site and Supervisor via the Organization section (i.e. select your organization’s name along the left-hand side) and Options tab.

Department – supervisors can view and access volunteers:
– in any department
– in their department

Site – supervisors can view and access volunteers:
– at any site
– at their site

Supervisor – supervisors can view and access volunteers:
– under any supervisor
– under their supervision

Scenario A:
If you want Supervisors to have access to all volunteers in Charity Republic, then the following fields should be selected (note, this is the system default):

– in any department
– at any site
– under any supervisor

Scenario B:
If you want Supervisors to have access only to volunteers at their site and department that they supervise, then the following fields should be selected:

– in their department
– at their site
– under their supervisor

Q: Can we white label the site (e.g. with the name of our organization)?

A: Organizations can include their logo and that will be visible to Administrators, Supervisors and Volunteers within your organization.

Q: Can you customize colour schemes of the software?

A : Not at this time. If interested, we can quote you on the custom web development if this is an important feature for you.