Administrators Guide
Getting Started
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Configuring Assemble
Introduction Assemble is a powerful volunteer management system that gives organisations lots of flexibilit...
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Subject access request (SAR)
To comply with GDPR organisations need to be able to respond to a Subject Access Request by providing a cop...
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Access to staging
If your organisation does not yet have access to your staging site, please contact Assemble support who wil...
Recruitment
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Role profiles - introduction
Role profiles are at the heart of users on Assemble. They determine how users are recruited, what functiona...
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Role profile list
Role profiles are configured from within Settings\recruitment\role profile. This page displays all role pro...
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Role profiles
Add new role Before you start creating a role profile, make sure you've set up your teams (organisational ...
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Recruitment Categories
This section allows you allow you to customise aspects of the steps in a recruitment category and set relat...
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Application questions
This section allows you to create custom questions to ask potential volunteers on their application. A typ...
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Reference Questions
Assemble includes a default set of six reference questions. These can be viewed, re-ordered, edited, delete...
Account Settings
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Organisation settings
General settings Organisation name The organisation name is required and cannot be left blank. Please be a...
Customisation
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Email colours
Optional: Only available on certain plans. Please contact your account manager for details. Assemble allo...
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Email Templates
Assemble's automated emails are based on organisation-wide templates. In order to support the required scen...
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Links
Links listed here will be made available to all users grouped under the 'Links' main menu in the order show...
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Miscellaneous
Login text You can add a short text to provide your users with guidance if they need further assistance. T...
User Settings
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Custom fields - attributes
Custom fields collect additional information and store it against users. This information is stored on the ...
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Permission groups
Warning Making changes to permission groups can have serious implications for your organisation, your volu...
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Permissions
Warning Modification of permissions can have serious implications for your organisation. Please only proce...
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Skills & interests
It is important for organisations to capture the additional skills that a volunteer possesses and harness t...
Manage
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Motivations
Motivations are used to capture a volunteer's reasons for volunteering with an organisation for use in repo...
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News articles
Assemble allows organisations to publish news for their users, keeping them informed of important events, u...
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Rota settings
Rota is a powerful volunteering management tool, giving full autonomous control to managers, supervisors an...
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Teams (hierarchies)
Assemble supports an unlimited level and number of teams, sometimes referred to as hierarchy locations. The...
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Activities category & outcomes
Activity category Activities category can be open to being used by all or restricted to one or more of the ...
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Expenses
Ensure rules, declarations, mileage and expense types are in place prior to giving volunteers permissions ...
Integrations
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SSO Technical Configuration
Single-Sign-On Single-Sign-On (SSO) is an authentication method that allows users to securely log in to mul...
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E-Learning
Introduction and configuration Assemble currently offers the ability to integrate with Moodle* or TalentLM...
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Zendesk
If your organisation utilises Zendesk for helpdesk tickets/support, you can enable integration between Asse...
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Webhooks
A webhook is a way for a system to provide other systems with real-time information whenever a certain acti...
Compliance
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Training overview
Training in Settings contains the master list of available courses/modules with expected renewal/expiry and...
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Consents
Introduction Assemble allows organisations to collect consents from applicants and users on an ongoing basi...
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Terms
Assemble allows organisations to add links to their terms and conditions and any other policies. For each ...
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Clearance Flag
The clearance flag is used to highlight to other departments (or people) the fact that a new volunteer has ...
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Data protection
The General Data Protection Regulation, or GDPR, is a European Union regulation that establishes a new fram...
Bulk Actions
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Imports
Assemble supports importing users (including custom fields), adding notes or touchpoints, teams, address bo...