Charity Republic FAQs

Resetting Your Password

Q: How do I reset my password?

Visit www.charityrepublic.com
Select the Log In link (top of page)
Click the button
Enter your Email address (the email you registered your account with) and click the button
You will immediately receive an email. Click the link provided in the email and you will be taken to a webpage where you can reset your password
Enter your email, your new password, and confirm the new password before selecting the button

NOTE: If you have tried resetting your password multiple times, then use the most recent email message to reset the password again since previous requests expire.

Q: How do I find my username?

If you have forgotten your username, you will need to reset your password to log in. Once logged in

Select the section (left-side, bottom)
You can view your username at the top of Account Settings

Q: How do I update my password?

Once logged in, you can update your password at any time.

Select the section (left-side, bottom)
Enter the new password
Confirm the new password
Select the button

TIP for resetting your password

When resetting your password, please ensure you are using the correct Username and Email address (ie. the details you signed up with).

Dates and Times

TIP: Entering Dates and Times

There are multiple ways to optimally use the date and time fields. You can type in a specific date (dd/mm/yyyy), select the calendar icon , or use arrows to scroll between days, months, and years.

For example, click on the year (it will be highlighted gray) and type in the desired year or scroll up and down using your arrow keys to move from one year to another.

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Hiding Fields

Q: Can I hide or disable certain fields?

A: Yes, there are a couple of options available for hiding and disabling fields.

Lock a Volunteer Profile:

There is a lock option in a volunteer’s profile (top-right). When selected, a volunteer can view all fields in their profile but the volunteer cannot edit those fields.

NOTE: Volunteers can only view their own profiles and not those of other volunteers. All Notes are hidden from a volunteer unless otherwise indicated by the Administrator or Supervisor.

Field Access Options:

Administrators have the ability to disable and hide certain fields. Visit the Organization section (i.e. select your organization’s name along the left-hand side) and select the Options tab.

Under Field Access Options, select one of the following options beside the field listed:
– Volunteers, supervisors, and administrators can view and edit this field (default)
– Supervisors and administrators can view and edit this field
– This field has been disabled and cannot be viewed or edited

NOTE: Administrators have the ability to view and modify all fields.

Position vs. Volunteer Opportunity

Q: What’s the difference between a Volunteer Opportunity and a Position?

A: A volunteer opportunity is used to recruit new or existing volunteers to volunteer for your organization and the title may be catchy, similar to an advertisement.

A position is the name of an actual volunteer position within the organization and may have a more official and perhaps more detailed internal job description as compared to a volunteer opportunity.

For instance, a public facing volunteer opportunity may not have as much detail or may not contain confidential information about a position (e.g. details related to travel reimbursements).

Positions

Q: How do I add a Position for a volunteer?

A: Visit the main Volunteers section and select a volunteer.

Select the Positions icon (top)
Select thebutton (top right) to select or create a new position (e.g. Front Desk)
Select a Position from the drop-down (this position would have been created via the Organization section) Or, create a new position:

Enter the Name of the position
Select the Department / Program that the position is affiliated with
Select the Site for the position
Select the Supervisor for the position
Enter a Description of the position
the information

Q: Can I add multiple positions for a volunteer?

A: You can add an unlimited number of positions for a volunteer. Simply select thebutton (top right) to add another Position.

Q: How do I search for a volunteer by position?

A: Please visit the Searching for volunteers section here to learn more.

Positions

Q: How do I add a new Position?

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

Select the Positions icon
Select thebutton (top right) to create a new position (e.g. Front Desk)
Enter the Name of the position
Select the Department / Program that the position is affiliated with
Select the Site for the position
Select the Supervisor for the position
Enter a Description of the position
the information

NOTE: You can add an unlimited number of positions for your organization. Simply select thebutton (top right) to add another Position.

Q: Can I add multiple positions for a volunteer?

A: Yes, you can add and associated an unlimited number of positions with a volunteer. Simply visit the volunteer’s profile, and select the Position iconto add a position for that volunteer.

Q: How do I search for a volunteer by position?

A: Please visit the Searching for volunteers section here to learn more.

Site

Q: How do I add a new Site?

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

Select the Site icon
Select thebutton (top right) to add a new site
Enter the Name of the site (e.g. Main Office)
Enter a description of the site (e.g. This is the main administrative building.)
Select the Address tab (left side) and enter the address information for this site
Select the Contact tab (left side) and enter the main contact information for this site by selecting the Add Contact button
Save the information

NOTE: You can add an unlimited number of Sites. Simply select thebutton (top right) to add another site.

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)

Keywords

Q: How do I use the Keywords field and search for Keywords?

A: Organizations can use the Keywords field (Demographics tab in a volunteer’s profile) to identify specific characteristics of a volunteer.

For instance, the keywords field can be used to link family members (e.g. Smith Family), identify specific skills (e.g. Piano Playing, Marketing), and corporate groups (e.g. TD Group).

The keywords field is flexible and keywords are defined by your organization. NOTE: Use commas to separate keywords (e.g. Marketing, Graphic Design).

To search on Keywords later, visit the Volunteers tab . For example, if you use “Smith Family” as a keyword then you can search for relations with that keyword via the Search bar in the Volunteers tab to view all family members. To learn more about searching, visit our Searching Volunteers FAQs here.

TIP: Keyword CONsistency

Keywords can be specific to an organization. In order to maintain consistency of keywords within your organization, you can maintain a common list of keywords and ‘rules’ internally to be shared among all Administrators and Supervisors (e.g. corporate group format as “[Company Name] Group”).