Service Areas

What it is

Areas are the places your organization serves (neighborhoods, counties, regions). They help organize needs, volunteers, and coordinator responsibilities.

What you can do

  • Create new areas as your coverage grows
  • Rename or deactivate areas you no longer use
  • Assign coordinators to specific areas

How to manage areas

  1. Go to Admin → Settings → Areas
  2. Use “Add Area” to create a new one
  3. Click an area to rename or deactivate it
  4. Assign (or change) a coordinator when needed

Tips:

  • Keep names simple and recognizable (e.g., “Downtown”, “West County”)
  • Avoid overlapping areas that create confusion
  • Review your areas quarterly to keep coverage current

When to create a new area

  • You’ve expanded into a new region
  • Volunteers are traveling too far for nearby needs
  • You want clearer reporting by geography

Deactivating an area

  • Deactivate when you’re no longer serving that region
  • Reassign any active needs before deactivation
  • You can reactivate later if needed

Coordinator assignments

  • Give coordinators only the areas they oversee
  • Coordinators can approve team members who share their areas
  • Update assignments when team roles change

Troubleshooting

  • Can’t access Areas? Ask an admin to update your role
  • Name already exists? Choose a unique, clear name
  • Not seeing changes? Refresh the page and check for active filters