Managing Beneficiaries

Beneficiaries are the group of people who are directly benefitted by organizing volunteering events. Using the volunteering portal, you can access the list of beneficiaries, create a beneficiary, and modify the details of a beneficiary.

It is important to create right set of beneficiaries to represent target group of people who are about to benefit. Appropriate names could be a School Name, Name of an Orphanage, a Govt Department, etc.

TIP

As a special case, a beneficiary can be a single person as well. This case is suited to working with interns who are themselves volunteers and beneficiaries as well.

Create a Beneficiary

Who Can Perform This Task?

Portal administrator

Procedure:

In the upper-right corner of the page, select the profile image, and from the menu select Admin Panel.
Select Beneficiaries.
Select CREATE NEW BENEFICIARY.
The ADD NEW BENEFICIARY window appears.
Provide values in the available fields as described in the following table. The fields marked * are mandatory.

Field	Description
Name	Enter the name of the beneficiary.
Description	Enter a description of the beneficiary.
Select a category	Select the type of the beneficiary.
Contact Person	Enter the name of the contact person from the beneficiary organization.
Email Address	Enter the email address of the contact person.
Mobile	Enter the phone number of the contact person.
Full Address	Enter the postal address of the beneficiary organization.
Maps URL	Enter the maps URL of the beneficiary organization.

Select CREATE.
The beneficiary is created.

Access a List of Beneficiaries

Who Can Perform This Task?

Event administrator
Portal administrator

Procedure:

In the upper-right corner of the page, select the profile image, and from the menu select Admin Panel.
Select Beneficiaries.
A list of beneficiaries registered in the portal appears.
If needed, select Download All.
The report is sent to you via email to your registered email address.

Modify a Beneficiary

Who Can Perform This Task?

Portal administrator

Procedure:

In the upper-right corner of the page, select the profile image, and from the menu select Admin Panel.
Select Beneficiaries.
For the beneficiary that you want to modify, select EDIT.
The UPDATE BENEFICIARY window appears.
Modify values in the available fields as described in the following table. The fields marked * are mandatory.

Field	Description
Name	Change the name of the beneficiary.
Description	Change the description of the beneficiary.
Select a category	Change the type of the beneficiary.
Contact Person	Change the name of the contact person from the beneficiary organization.
Email Address	Change the email address of the contact person.
Mobile	Change the phone number of the contact person.
Full Address	Change the postal address of the beneficiary organization.
Maps URL	Change the maps URL of the beneficiary organization.

Select SAVE.
The changes made to the beneficiary are saved.