Now that we've explored standard chapter officer roles, let's take a look at volunteer roles. These tend to be a little more involved, because we typically need to establish a new Group Relationship, before we can attach a Group Role. In other words, we need to ensure there is a Volunteer relationship between the Contact and the Group, before we can add a Group Role to that relationship. Let's step through it together.

Checking for a Volunteer Relationship

1. Open the Contact that needs a new Role established.

2. Under Quick Links, hover over Group Relationships.

3. Look for an existing relationship that a.) is for the right Group, and b.) has a Type of Volunteer.

4. If you see it, click View Details.

5. If you don't see an existing volunteer relationship for this group, click New in the top-right corner.

6. Fill out this form, click Save, and you'll see the new Group Relationship you just built up.

Adding a New Role

1. Now that you have the Relationship pulled up, you're ready to add the new Role.

2. Scroll down to Relationship Roles and click New in the top-right corner.

3. The Relationship field will be auto-populated for you.

4. Search for and select a Contact Group Role, add a Begin Date and click Save.