Library

Visibility and Access

Volunteers have access only to the congregants they are assigned to follow.

What Volunteers Can See

• Congregants they follow on the Alerts, Opportunities, and People pages
  
  
• Profiles of congregants listed under Known Relationships (view-only)
  
  

Access Limitations

• Volunteers cannot take actions on profiles they are not following
  (no calls, texts, meeting logs, or action items)
  
  
• The Followers section does not appear on their dashboard
  
  
• No access to:
  
  
  
  • Bulk actions
    
    
  • The Insights page
    
    
  • The Knowledge Base
    
    

Actions Volunteers Can Perform

For congregants they are following, volunteers can:

• Make calls, send texts, log emails, and record meetings
  
  
• Create and complete action items
  
  
• Leave notes on any congregant profile
  
  

Automatic Following

When a staff member or leader assigns:

• An engagement, or
  
  
• An action item
  
  

to a volunteer, the volunteer is automatically set as a follower of that congregant. This grants the visibility and permissions needed to complete the assignment.

Assignment and Reassignment Limitations

To maintain data integrity and oversight, volunteers have the following restrictions:

• Volunteers cannot remove their own followers
  
  
• Volunteers cannot unassign users from engagements or action items
  
  
• Volunteers may assign or reassign an engagement or action item only to:
  
  
  
  • A team leader from a team they belong to, or
    
    
  • The user who originally assigned the item to them
    
    

Reassignment Restrictions

Reassignment is blocked if:

• The volunteer is not following the congregant, or
  
  
• The item was assigned by someone else to a different user
  
  

These safeguards help ensure accountability and prevent unintended changes.

‍

How to Add a User with the Volunteer Permission Role

Adding a volunteer user in Nurture can be done directly from the Users page.

Steps to Add a Volunteer

1. Navigate to the Users page in your Nurture account.
   
   
2. Click Add User in the top-right corner.
   
   
3. Enter the user’s:
   
   
   • First name
     
     
   • Last name
     
     
   • Email address
     
     
4. Under Permission Options (below the email field), select Volunteer.

Review Additional Permissions

Before adding the user, review these settings:

• Giving Access:
  
  
  
  • Toggle Giving off to prevent access to giving data
    
    
  • Recommended for volunteer roles to maintain privacy
    
    
• Campus Selection (Multi-Campus Churches):
  
  
  
  • Select the appropriate campus to ensure the volunteer can be assigned and view congregants from that location
    
    

5. Click Add User to complete setup.
   
   

What Happens Next

Once added:

• The volunteer receives an invitation email to set up their account
  
  
• As assignments are created, followers are automatically added
  
  
• Volunteers gain limited, role-appropriate access to complete their assigned care tasks
  
  

The Volunteer permission role enables scalable, secure involvement in congregant care while maintaining clear boundaries and protecting sensitive data. For church-specific configurations or troubleshooting, contact Nurture Support.

‍