This article applies to all Connect site administrators.
The Settings menu is perhaps the most important part of the manager panel. These settings affect how everyone—site managers, agency managers, and volunteers—views, experiences and uses the entire site.
Rather watch the movie? Check out our Site Settings playlist for site managers!
Accessing Site Settings
Access your site's settings from the Settings dropdown in the utility bar.
Categories of Settings
The Settings menu lists a number of different areas, as shown here.
This article covers the Main Settings menu item shown above. Click here to access links to information on the other items in the settings menu.
- Site Information
- Site Design
- Social Media
- Custom Codes
- States and Supported Counties
The Site Information area is located at the top of the Main Settings page.
This area displays the following information about your site:
- Site Information PDF — Click on the PDF icon to view your platform's access and domain details.
- Domain Name — The URL or web address for your Connect platform.
- Organization Name — The organization name appears in some automated notifications and in your platform's browser tab
- Organization Home Page — Your Connect platform's volunteer dashboard includes a button with the default text, Return To Our Website.
If a link is provided in the Organization Home Page field, clicking the Return To Our Website button will take the volunteer to that link.
Note: If desired, you can change the text of the Return To Our Website button. Contact our Customer Care team with your change request.
- Default Manager Account — The dropdown lists all of your site managers, with the Default Manager Account being the person who was the site manager when the site was created. It's important to update this information if your site gets a new primary site manager.
- Email From Name — If left blank, all emails sent from your Connect site will show a return address "from" name of "No Reply." To override this default, type the desired "from" name into this field.
Note: We do not recommend overriding the Email From Name or the Email From Address. Click here to learn more.
- Email From Address — Volunteers will see this email address on system messages they receive. The recommended "from address" is our default, firstname.lastname@example.org. We recommend using the default. You can change the address, but the address must first be verified by Amazon Web Services. Click here to learn more.
Note: Galaxy Digital has previously given clients IP addresses to add to white-lists when attempting to increase email delivery. Galaxy Digital now recommends white-listing the email address that has been approved for your site using the new Email From Address field in site settings. Please add that address to white-lists for best results.
- Disable Email Delivery — Toggle this box to ON to prevent all automated notification from going to users.
Note: This setting is recommended for sites that are just starting up and are still in the testing/learning phase of their launch.
The Site Design area of Main Settings is covered in a separate article, located here.
The Social Media area of Main Settings is covered in a separate article, located here.
Note: This section may not be available on all Connect sites.
You can choose whether changes to the site will require a site manager's approval before being made public.
Approving Changes by Agencies
As a site manager, you can decide if approval will be required when the following items as they are added by agency managers to your site:
- Agency Profile Updates — any updates to an agency's profile page
- Needs — any new need posted by the agency
Note: This setting does not apply if an agency updates or reactivates an existing need, or if a need is submitted from the site manager panel.
- Events — any new event submitted by an agency
Note: This setting does not apply if an agency updates or reactivates an existing event, or if an event is submitted from the site manager panel.
- New agencies — any new agency that has been added to the site
To require approval of new agencies, needs, events, or profile updates before they can be publicly displayed on your site, toggle the applicable fields to ON.
Pending Item Notifications
The Approval settings include the option to notify site managers when there are agencies, needs, events, or agency profile updates that are pending approval.
If this field is toggled ON, all site managers will receive an email whenever there is a new pending item.
Note: Notices of pending items go out at 10:00 a.m. Eastern. At this time, it is not possible for a site manager to opt out of pending-notification emails without opting out of all notifications.
If this field is toggled OFF, site managers will not get a notification, but they can still see if there are pending items by clicking the Volunteerism menu in the manager panel's side navigation.
In this example, there is one pending need.
Note: To access pending items, click on the number in parentheses. To approve a pending item, click on its name or title and change its status from Pending to Active. Remember to save your changes.
You can decide how many steps are involved from when a volunteer enters hours to when an agency manager can approve them. You have three options under the Approval area.
- Volunteers must submit hours for approval — When entering hours, a volunteer must verify the information before submitting it for approval. This option offers the the opportunity to edit entries before finally submitting them. Once hours are submitted, an agency manager must approve them.
- Hours logged will automatically be submitted for approval — (Note: This is our recommended approach.) The volunteer simply submits the hours, without any extra verification or editing. Once hours are submitted, an agency manager must approve them.
- Hours logged will be automatically approved — Hours are approved upon submission. In fact, the agency manager may never see the logged hours except when viewing the agency’s Stats tab.
These settings apply for both regular need hours and individual hours.
With the Check-in Kiosk, volunteers can electronically check in to a volunteer opportunity when they arrive, and check out when they leave. The Kiosk is typically activated by agency and program managers. Click here to learn more about how the Check-in Kiosk works.
- Time Zone — Select your platform's time zone.
- Show needs from all agencies — When an agency or program manager accesses the Kiosk, do you want them to be able to see all needs posted by all agencies, or just the needs that their agency posted? Most Get Connected sites will want to have this setting at No, since multiple agencies post on the site. Community Connect sites, which primarily feature needs from only one agency with multiple programs, will typically want to select Yes.
- Kiosk front page message — As the first step of checking in through the Kiosk, volunteers see a page where they can click buttons to either check in using their Connect account, or sign up for the site if they don't have an account. Above those buttons is a default message with instructions. You can edit or replace that message as needed in Site Settings.
Tip: We recommend changing "Connect" to the name of your site in the message above. For example, if your site is called "Volunteer Connect," you would change the wording to begin with "You'll need a Volunteer Connect account to check in."
Additional settings that relate to volunteer signups and reporting are listed below.
Default User View — There are three possible views for volunteers who are looking up agencies, needs, and events: grid, list, and map. Grid view displays agencies, needs, and events as rectangular boxes, as shown below, while list view displays them in a list. Map view displays items as pins on a map, which volunteers can click if they want to learn more. To see examples of the different views, see this article.
By default, your Connect platform displays the grid view for all volunteers, which tends to be easier to view from a mobile device. To change the default, select List from the Default User View field.
Note: Volunteers have the option to switch to list view if they wish, as described in this article.
Require Emails for Team Registrations — This setting relates to when someone responds to a need as a team. You have two options here:
- On — To sign up a team, a volunteer must provide the names and email addresses of all team members.
- Off — The volunteer signing up the team only has to provide the number of people on the team. No names or email addresses are required.
Note: A selection of Off makes sign-up easier for team leaders (since they don’t need to know the names and email addresses of each member), but a selection of On (recommended) makes it easier for you to collect data and track responses to the various needs in your community. If you select No, unnamed team members will show up in your records as “Name Needed.”
Allow Individual Volunteer Hours — Individual hours are those hours performed by a volunteer on their own—not as a response to a need posted on your site. Individual hours are not required to be verified, but they do show up on the volunteer resume.
- On — Volunteers can enter volunteer hours for a need not posted on your site.
- Off — A need must be posted on your site, and the volunteer must have responded to it, in order to enter their hours.
When entering individual hours, the volunteer can specify where they volunteered, the name of the person who can verify those hours, and the email address of that person, in addition to the date and the hours they volunteered.
Require Contact Email for Individual Hours — If you allow individual hours (see above), you also have the option of requiring that the volunteer submit the contact email address of someone who can verify those hours.
- On — Volunteers submitting individual hours will be required to provide an email address of someone who can verify the hours.
- Off — Volunteers will have the option of providing an email address of someone who can verify the hours, but this will not be required.
Note: As the site manager, you are the only person who can approve individual hours in the system.
Allow Anonymous Hours — Anonymous hours are volunteer hours assigned to one or more individuals who do not have an account on your site.
- On — Agency managers will have the ability to submit volunteer hours on behalf of volunteers who do not have accounts on your site. (This is done in the Time Tracking area of the agency manager view.)
- Off — Agency managers will not be able to submit anonymous hours for needs.
Notes: Admins can post anonymous hours, regardless of the setting selected here; this setting applies only to agency managers. Anonymous hour data can be seen in the agency manager's Stats area (and in the accompanying export) and in the admin's Volunteer Hours Logged report.
Agency Contact Information — As an admin, you can decide whether or not an agency's contact information (contact name, email, phone, and fax) can be viewed as part of an agency's profile.
- Show publicly on agency profile — Volunteers will be able to see the agency's contact information as part of the agency's profile.
- Hide - Contact information will be hidden.
Note: Some admins prefer to hide this information so that volunteers will respond to needs through the Connect platform (rather than by reaching out to the agency by phone or email), thus making volunteerism easier to track in Get Connected.
Agency Export Reflections — (SLM clients only) If Yes is selected, agency managers will be able to export student answers to course reflection questions from the Stats area. These answers will be included as part of the hours export. If No is selected, agency managers will not have access to student reflections.
Note: Agency managers do not have access to students reflections outside the hour export.
Automatically Send Need Response Follow-Up Survey — Mark this box to have a short survey sent to a volunteer 72 hours after he or she has responded to a need. The survey asks the volunteer about their experience volunteering with the agency.
Need Response Survey — Select the need-response survey to be sent. If you wish to edit the default survey or create your own, you can do so in the Surveys area of the manager panel.
Automatically Send Event RSVP Follow-Up Survey — Mark this box to have a short survey sent to a volunteer 72 hours after an event to which he or she has RSVP'd "yes."
Event Survey — Select the event survey to be sent. Your site does not currently provide a default survey, so you will need to develop your own in the Surveys area of the manager panel. Once you've created and saved the event survey, it will appear in the Event Survey dropdown.
Your site settings offer two options regarding needs.
Agency managers posting "runs until," "happens on," and shift needs can specify how many volunteers they require for a particular need. Once the needed number of volunteers have responded, the need is designated as full. By default, full needs are hidden from the volunteer view, since no additional volunteers can sign up.
In this area of your site settings, you can opt to hide full needs (the default), show full needs with a waitlist option, or show full needs without a waitlist option. To learn more about each of these settings, see the article Showing or Hiding Full Needs.
The Needs section of Main Settings includes options to allow the following capabilities for agency managers:
- Agencies can assign initiatives to needs — Toggle this option ON to allow agency managers to assign their volunteer opportunities to initiatives on your site. (Default is OFF.)
- Agencies can assign user groups to needs — If you want to allow agency managers to make volunteer opportunities privately available to specific user groups, toggle this option to ON. (Default is ON.)
- Agencies can use the scheduling feature — All agency managers have access to the Volunteer Schedule calendar. To allow agency managers to both invite volunteers to respond to shift needs and schedule volunteers for shift needs, toggle this option ON. (Default is OFF).
Currently, the above options apply for all agencies; there is no option to give permissions to some agencies but not to others.
Code Areas for Tracking Pixels
The Header Code and Footer Code fields are for Galaxy Digital clients who wish to use a tracking pixel in the header or footer of their Connect platform. The code entered here applies only for the front end of the site—not the manager panel.
WARNING: Unless you are familiar with tracking pixels, you probably will not need to use these fields. If you want to use a tracking pixel and have questions, please reach out to our Customer Care team.
Also, they can give us their Google Analytics key and we will pass info to their account.
Use the Google Analytics field to add your Google Analytics tracking code to use your own custom analytics tracking.
Note: To get a tracking code, you must first open an Analytics account at google.com/analytics. You will receive your tracking code by email, but you can also access it by going to your Analytics account and selecting the Admin tab.
To learn more about setting your site up for Google Analytics, click here.
Note: This section of the page only appears for clients in the United States.
Take time to select your state and the counties that will be served using your site. This information relates to volunteers’ ability to run searches by county. Note that, once you select a state, the counties show up automatically.
Note: To select multiple counties, hold the CTRL key down while selecting.
Below are brief descriptions of what's covered under the other items in the Settings menu. Click the accompanying links to learn more.
- User Registration — Indicate what fields a user should complete in order to register for your platform; create custom registration fields; set restrictions on who can open an account on your platform. Click here for more on user-registration settings.
- Agency Registration — Indicate what fields an agency manager should complete in order to register their agency for your platform. Click here to learn more.
- Interests, Causes — Make changes to the default volunteer interests and agency causes provided in the system. Click here to learn more.
- Response Questions — Add custom questions to the need-response form (the form that appears when a volunteer clicks to respond to a need). Click here to learn more.
- Hours Questions — Create up to two volunteer questions to be answered whenever a volunteer logs his or her volunteer hours. Click here to learn more.
- Spotlights — Create attractive "spotlights" on the volunteer dashboard to direct visitors to certain needs, events, agencies, or web pages. Click here for more information on spotlights.
- Rotator Images — Add images for a slideshow to be displayed on the volunteer dashboard. Click here for more on the image rotator.
- Community Impact — Set volunteerism goals; these goals are used when generating certain graphs on your Volunteer Impact Pages (VIPs). Click here to learn more about setting community impact goals; click here to learn more about VIPs.
- Donations — Set up your system to collect online donations. Click here to learn more.
- DNS Information — Provides basic information on the URL you are using for your platform.