Allow Ministry Leaders to add new volunteers to MSP

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If you want Ministry Leader to be able to add new volunteers to MSP but do not want volunteers to be able to add themselves, we can use a combination of Enrollment Forms and Custom Tokens to accomplish this: 

Set up the Enrollment Form

First, we will want to set up the Enrollment Form. You can use the Enrollment Forms video to do this, but be sure to check these settings: 

  • Be sure that you do NOT check the option to "Put a 'Sign up now' link to the enrollment form on the Web Terminal login page"
  • Select to process these automatically

Create a Custom Token

Next, we are going to create a custom token that will only show the Enrollment Form link to volunteers who are qualified as a Ministry Leader. 

  1. Go to the Web Terminal pane
  2. Click on Settings... in the lower left corner
  3. Choose Token Options

  1. Uncheck the box in the far lower left corner that reads "Show only tokens that are included in the content of this tab"
  2. Click on Custom Tokens
  3. Click New
  4. Name the token ML_enroll or something similar
  5. In the body of the token, add the token {{WebTerminalEnrollmentPageLink}}
  6. Check the box that reads "Only show this token for volunteers passing | this filter"
  7. In the new box, click the "Build a Web Terminal related Filter"
  8. Choose "Are Ministry Leaders" 
  9. Click OK 3 times to return to the Web Terminal pane

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Add the Token to the Home Tab of the Web Terminal 

Now we are going to add the token to the Home page of the Web Terminal so Ministry Leaders see it when they log in. 

  1. On the Home page, add the token {{ML_enroll}}
  2. Click Commit Changes

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Now, if you log in as a Ministry Leader, you will see the enrollment link, but other volunteers cannot! The Ministry Leader can fill out the form and since it is set to process automatically, those volunteers will appear in MSP and they can add them to the schedule. 

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