VolunteerMatters Support

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Adding A Credential To A Project Need


A credential is something a volunteer must attain or complete in order to perform certain actions within the volunteer portal. Some credentials are global and are required of all volunteers (signing a waiver, agreeing to a code of conduct, attending a training) and other credentials must only be attained or completed to sign up for a specific project need (background check).  

There are four types of needs you can add to a project. Needs can be shifts, tasks, items, or positions. 

For each type of need, an administrator/organizer may specify one or more project need specific credentials that may be required to sign-up for this need. For example, one need may require a special background check, a drivers license, or a medical certification. If the volunteer does not yet have one or more of the credentials, the system will give the volunteer the opportunity to apply for it/them when signing up.

NOTE: You do not need to specify those globally required credentials as they are included by default as all volunteers must have them.


To Add a Credential to a Project Need/Shift Role


  1. Log into your VolunteerMatters system with the proper security access roles and then click on Projects. 

  2. On the project you wish to add a credential to a need for, click the "Setup" button (Project_Setup_Image_Button.jpg).


    You can also click the on the "Dashboard" button (dashboard.jpg) which will open the "Project Dashboard" page.  The Project Dashboard provides a high level view of project analytics and data for administrators and organizers. An organizer must be assigned to a project to be able to manage it.  Then on the "Project Dashboard" click the "Manage" drop-down button (Manage.jpg) and select "Setup".  Both will take you to the same place. 


  3. Both methods above then will open up the "Project Setup" page. Along the lefthand side of the page you will see the Project Needs: Shifts, Tasks, Items, and Positions. From there locate the need you wish to add a credential to, then click the "edit/pencil" icon (Project_Edit_Image_Button.jpg).


  4. This will open the "Project Need" configuration page. Here you can configure the need fields which include the Required Credentials drop-down. There the administrator/organizer can specify one or more credentials that may be required to sign-up for this need.


    When you are satisfied with you configuration, click the "Save" button. 

  5. This will return you to the "Project Setup" page.  


NOTE: You can also set credentials on shift roles as well.  Click here for more information on shift role creation.


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