How to Add a Volunteer Role?

You can add a volunteer role to define your expectations and responsibilities from the volunteers.

1. Navigate to Volunteer > Setup > Volunteer Role.

The M360 - Volunteer Role List page is displayed.

2. Click New M360 - Volunteer Role.

The M360 - Volunteer Role form is displayed.

3. Enter or select the required values in the fields. Please refer to the following table for field names and their descriptions.

Field	Description
CUSTOM FORM	Preferred options available to customize the volunteer role form By default, the M360 - Volunteer Role Form is selected.
NAME	Name of the volunteer role
INACTIVE	Whether to disable this volunteer role
DESCRIPTION	Text describing the volunteer role in more detail
WORKFLOW SET	Workflow set applicable for this volunteer role by default
OPPORTUNITY SPECIFIC	Whether this role is specific to the opportunity
Activities - Tasks assigned to this volunteer role
M360 - VOLUNTEER ROLE ACTIVITY NAME	Name of the volunteer role activity

4. Click Save.

The volunteer role is added.