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Staff & Volunteers

Effectively managing your team is crucial for on-site fundraising. The platform provides role-based access to ensure security and ease of use.

Role Types

  • Administrator: Has full access to the Admin Dashboard, global settings, and all events.
  • Staff (Volunteer): Has restricted access. They can only access the Collector App to process donations on behalf of others.

Managing Staff

  1. Navigate to the Staff tab in the main sidebar.
  2. Add Member: Click to register a new volunteer.
  3. PIN Code: Each staff member is assigned a unique PIN code. This is used for quick authentication in the Collector App if configured.

Staff Management

[!TIP] This section manages the Global Pool. To assign these members to a specific campaign, go to that event's dashboard and use the Team tab. See Event Team Guide.

Collector App

The Collector App is a simplified interface designed for volunteers at the event venue to collect donations quickly via tablet or mobile.

1. Access & Login

Navigate to [event-url]/staff/login (e.g., /ocean-cleanup-2025/staff/login).

Collector Login

  1. Enter your 4-digit PIN code (assigned in the Admin Panel).
  2. Click Login.

[!NOTE] Example PIN: 1010 (or check your staff profile).

2. Dashboard

Once logged in, volunteers see a streamlined dashboard to process donations without accessing sensible admin features.

Collector Dashboard

Accessing the App

  1. Open the event URL on the device: http://localhost:5173/ocean-cleanup-2025
  2. Click "Staff Login" (or "Connexion Staff" in French) in the footer.
    • Note: The Admin login is located on the root landing page.
  3. Enter credentials to start collecting donations.

Workflow

  1. Select Payment Method: Cash, Check, or Card (via terminal).
  2. Enter Donor Details: Name and Amount.
  3. Confirm: The donation is instantly recorded and appears on the Live Screen.