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Volunteer team lead assignments guide

Created on 27 Mar 2026

Team position assignment guide

This guide explains how to assign users to volunteer teams using the Team positions page and understand the different position types in the system.

Overview

The Team positions page manages team assignments for users within events. It handles volunteer position assignments, creating a comprehensive permission system for volunteer management.

volunteer-team-leads.jpg

Accessing team assignments

To access team assignments:

  1. Navigate to your event dashboard
  2. Go to Volunteers section
  3. Select Team positions
  4. You must have at least the Event coordinator organiser level permission to access this feature

Understanding role types

Organiser roles

Organiser roles are assigned in your organisers

Users

section:

Role Description Access level
Owner Organiser ownership Organiser-level
Event manager Event management Organiser-level
Event coordinator Event coordination Organiser-level
Volunteer lead Special role for team management Volunteer access
Collaborator Limited collaboration Volunteer access

Volunteer positions

Volunteer positions define team-specific roles and responsibilities:

Position Level Description Team access
Participant 1 Basic volunteer role Assigned teams only
Crew member 2 Enhanced volunteer Assigned teams only
Team lead 3 Team management role Assigned teams only
Supervisor 4 Cross-team management All teams

Key role combinations

Team lead configuration

For a user to be a Team Lead:

Minimum required organiser role:

  • Volunteer Lead

Required volunteer position:

  • Team Leads
  • Must be assigned to one or more specific teams

Result: The user can only manage volunteers and teams they are specifically assigned to.

volunteer-team-leads-assign-volunteer-role.jpg

Supervisor configuration

For a user to be a Supervisor:

Minimum required organiser role:

  • Volunteer Lead

Required volunteer position:

  • Supervisor

Result: The user can manage ALL teams across the event, regardless of specific team assignments.

Access differences: Supervisor vs Team lead

Supervisor access

  • ✅ Can view and manage ALL volunteer teams
  • ✅ Can assign volunteers to any team
  • ✅ Can modify team assignments across all teams
  • ✅ Has cross-team visibility and control
  • ✅ Can access volunteer data for all teams

Team lead access

  • ✅ Can only view and manage ASSIGNED teams
  • ✅ Can assign volunteers only to their assigned teams
  • ✅ Can modify assignments within their teams only
  • ❌ Cannot access or manage other teams
  • ❌ Limited to their specific team scope

Assigning users to teams

Step-by-step process

  1. Navigate to Team positions

    • Go to Event Dashboard → Volunteers → Team positions
  2. Select user

    • Use the search bar to find the user
    • Filter by name, email, or current team assignments
  3. Assign teams and positions

    • Click "Assign positions" for the selected user
    • Choose from available teams
    • Select the appropriate position type:
      • Participant for regular volunteers
      • Crew Member for experienced volunteers
      • Team Lead for team-specific managers
      • Supervisor for cross-team managers
  4. Save assignments

    • Review the assignments
    • Click "Save" to apply changes

Required permissions

To assign users to teams, you must have:

  • Organiser-level access to the event
  • Appropriate organiser role (typically Volunteer lead or higher)
volunteer-team-leads-assign-positions.jpg

Managing team assignments

Viewing current assignments

The team positions table shows:

  • User information and organiser roles
  • Current team assignments with position badges
  • Assignment count per user
  • Highest position level per user

Modifying assignments

  1. Update assignments

    • Click "Assign positions" to modify existing assignments
    • Add or remove team assignments
    • Change position types as needed
  2. Remove all assignments

    • Click "Remove positions" to clear all team assignments
    • Confirm the removal action
    • This removes all team associations for the user

Use filters to find specific users:

  • Position type filter: Filter by volunteer position level
  • Teams filter: Filter by specific team assignments
  • Search: Search by name, email, or team names

Best practices

Setting up team leads

  1. Grant organiser role first

    • Assign Volunteer Lead organiser role to the user
    • This provides the base permission for volunteer management
  2. Assign team lead position

    • Assign Team Lead volunteer position
    • Specify which teams they will manage
    • Start with one team, expand as needed
  3. Verify access

    • Ask the user to test they have access to their assigned teams
    • Confirm they cannot access other teams

Setting up supervisors

  1. Grant organiser role

    • Assign Volunteer Lead or higher organiser role
    • This enables team management permissions
  2. Assign Supervisor position

    • Assign Supervisor volunteer position
    • No specific team assignment needed (access is global)
  3. Test cross-team access

    • Verify access to all teams
    • Confirm ability to manage across team boundaries

Common scenarios

New team lead setup:

Organiser Role: Volunteer Lead
Volunteer Position: Team Lead
Team Assignment: Specific team(s)
Access: Assigned teams only

New Supervisor setup:

Organiser Role: Volunteer Lead
Volunteer Position: Supervisor
Team Assignment: Not required
Access: All teams globally

Regular volunteer:

Organiser Role: Member (or none)
Volunteer Position: Participant
Team Assignment: Specific team(s)
Access: Assigned teams only

Troubleshooting

User cannot access teams

Check organiser role:

  • Verify the user has Volunteer Lead organiser role
  • Without this role, team management permissions are denied

Check volunteer position:

  • Ensure appropriate volunteer position is assigned
  • Team Lead requires team-specific assignments
  • Supervisor provides global access

Check team assignments:

  • Team Leads must be assigned to specific teams
  • Verify team assignments match intended access scope
volunteer-team-leads-assign-positions.jpg

Permission issues

Missing permissions error:

  • User lacks edit volunteer teams permission
  • Contact an Event Manager or Owner for access

Access denied to specific teams:

  • Team Lead trying to access unassigned teams
  • Either assign additional teams or upgrade to Supervisor

Global access needed:

  • Change Team Lead to Supervisor position
  • This provides cross-team management capabilities

Support

For additional help with team assignments:

  1. Check this guide for common scenarios
  2. Review user permissions in Organiser user settings
  3. Contact your Event Manager or Organiser Owner
  4. Submit a support ticket for technical issues

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