Impacts: "Impact" is used as an umbrella term to describe all potential forms of community engagement. An impact can be described as funds donated, funds raised, goods donated, hours trained, and, most often, volunteer hours served. For more information on Impacts, click here.
Events: We call it events, but there are many different names depending on the application and usage. The following are a few different names: opportunities, tasks, shifts, posts, needs, etc. For more information on events, click here.
Group: A group is a way to organize memberships, events, and impacts in one location. For more information on groups and group management, click here.
Subgroups: Can be groups, programs, initiatives, clubs etc., that you oversee within your network. This helps you oversee everything for them and you will ultimately own and oversee the management and data. For more information on subgroups, click here.
Affiliates: Can be nonprofits, businesses or partners you are partnering with. This helps formalize a partnership but allows each to separate its management and data. For more information on affiliates, click here.
Roles with access to administrative tools
Administrator (Admin): Has complete control of the group. Is able to oversee all administrative capabilities, from granting users the roles outlined here and modifying the settings of the group, adding new users and impacts, creating new events etc.,
Primary Administrator (Admin): Has all the capabilities of an administrator and is the contact listed on a group's home pages. There can only be one primary administrator for each group.
Events Manager: Has access to oversee all event management abilities. This enables the event manager duplicate, communicate and do everything the admin can do but only for the event(s). For more information on Event Manager capabilities, click here.
Event Administrator (Admin): Has access to oversee event management abilities of a particular event. They can duplicate, communicate and edit event settings/details.
Check-in Attendant: Has the ability to only checkin or sign-in people for events.
Shift Organizer/Leader: Is a role defined by you have administrative rights to a specific shift in an event. Most likely this can mean you are the main point of contact or just admin of the shift.
Roles Assigned Based on Activity or Interactions of User with Group
Member: Has access to join private groups and events that are shared only within the parent group or network. For groups that want users to request for Membership, there is a group setting requiring optional custom fields/a survey to be filled out before being approved to join as a member. Until a user's membership request is approved or denied, they are called pending members. For more information on group membership, click here.
Pending Member: Is a role defined by when the user has requested to be a member but is in a holding pattern, waiting for the admin to approve. The user will be in this state until the admin approves or denies the request for membership. When approved or denied, the user will be notified.
Registrant: Is a role defined by the user having registered to an event. For more information about registering for events, click here.
Participant: Is a role defined by a user having registered and attended an event.
Donor: Is a role defined by a user having donated to your group. For more information on donations and fundraising campaigns, click here.
Ticket Buyer: Is a role defined by a user having bought a ticket for your event. For more information on ticket buying and ticket management, click here.
Referral: Represents an individual who registered to an event created by another group. e.g., if there is an event you oversee, and it is promoted into another group page inside GivePulse, and an individual in this other group registers for this event, they will considered a referral.
Expressed Interest: Is a role given to users that have expressed interested in volunteering or being a member of a group that is currently in a mode that is "unclaimed".
Applicant: Is a role given to users who applied to an internship.
Archived: Represents a status you might get when an administrator marks you as archived or inactivate user for their organizer.
Banned: Represents a status of an individual you may not want to post to your page, view upcoming opportunities, or interact with your group. If banned users are logged in, they cannot view your group, register for opportunities, nor post to your wall. Note that your GivePulse group page is public, so they can always visit as a guest and can view your events if they are public. They can also create fake accounts and pretend to be someone else. If that is the case, please contact us and we'll work with you to try and create a safe and enjoyable experience for your other users.
Event Management Tools
Manually Register: You are able to manually register a user for an event
Invite: You are able to invite a user to register for the event by entering their name and email address. This user will then get an email providing a link for them to register for the event.
Private (Invite Only): If you set an event as private (invite only), only individuals who have a link to register for the event are able to. You can either send the link outside of GivePulse or can click "Invite" on the event dashboard to send users the link through the GivePulse system.
Decline: Declining a user's registration will prompt an email to be sent that tells them their registration has been declined, reopen their spot, and will stop them from being able to re-register for the same event.
Cancel: Cancelling a user's registration will prompt an email to be sent that tells them their registration has been cancelled and reopen their spot, but will not stop them from re-registering for the same event.
Single Day: The event is only taking place on one day.
Multi Day: The event is taking place over the course of multiple days.
Recurring: An event is recurring if it repeats with the exact same details (time, location, etc.) for some period of time. You can set up events to recur daily, weekly, or monthly.
Shifts: An event should have shifts the event occurs at disparate times over the course of a single or multiple days. Set up a single day event with shifts if the shifts are all on the same day, and a multi day event with shifts if the shifts are on different days.
Timeslots: Timeslots provide the option for a volunteer to choose whatever times they are able to volunteer out of a set range of times.
Template: A template is a non-publishable event template that you can use to create publishable events.
Duplicate: You are able to duplicate an event to create a new event with the same registrations settings, impact settings, name, date, time, description, etc. You can then go in and edit any of these individual elements.