We looked at how teams are handled on the public site back in our first training.  But let's dive a little deeper into how team's work in HandsOn Connect.

Teams are a way to group people who want to volunteer together.  Teams have the following advantages:

They provide a way to gather statistics around a 'group' of people

• Like all the employees, spouses, family and friends of a sponsor-organization that comes out to a day of service to volunteer together.

They provide a way for a group leader to manage a 'team' of volunteers

• Example: A Corporate Team may want a single person in the organization to take responsibility for 'signing up' multiple people from the organization for a volunteer opportunity
• Civic teams,  fraternities, or sororities.   Usually one person is trying to arrange and manage the sign-up of their entire group.
• Teams are a great way to manage Families.  since volunteers under the age of 13 cannot manage their own account,  a parent or guardian can create a family team to manage signing up their minor children for family-friendly volunteer opportunities

Volunteer Teams make it possible for one person, the Team Captain, to sign-up others for volunteer opportunities. This creates an easy way for a family to volunteer together (and makes it possible for a parent to sign up children under the age of 13 for age-appropriate opportunities since federal law does not allow accounts on the site for those under 13).

Teams are also used by corporate groups (where one person wants to handle the sign-up of an entire group of employees) and college clubs.

The teams above are typically "private" teams - meaning the team captain invites people to be on the team and takes responsibility for them.

The system also supports "public" teams - which anyone may search for and join. Public teams provide a way for people to group themselves together for the purposes of communication and to make it possible to report on the activities of the 'team".

Each member of your internal staff needs a SalesForce license to access and use the system.

Most people in your organization should be set-up in the staff role. Depending on your organization, you may choose to have additional administrative users. The System Administration role is necessary to:

• Customize Home Page, navigation, add additional pages to public site, etc
• Add additional users
• Customize functionality and workflows of HandsOn Connect and Salesforce

Note: We recommend limiting System Administrator access to people who absolutely must have direct access to this functionality. System admins should be fully trained in HandsOn Connect administration to avoid accidentally harming your system. Give "staff" access to all others. When staff needs something changed that is outside their 'role' access -- they should see their system administrator to request those changes.

Note: Are you adding a new user because you are deactivating an existing user and turning over their responsibilities to the new user? If so - consult the advanced system administrator guide for the appropriate posts on How to Update or Change internal and Partner Staff.