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• Creating the first system administrator

• Creating some organisations

• Creating some test people

• assigning membership.

The Voluntarily Organisation

Every new person added to the database gets added to the Voluntarily organisation automatically. This confers a couple of abilities without which the person will be a bit hamstrung, so it makes sense to have it in place before you start adding people to your local environment. In particular, the organisation is both an opportunity provider and a volunteer provider. Being a part of it will allow your person to ask for help and offer to help. Otherwise they’ll get permission errors when trying to create opportunities.

The organisation could be created via the Mongo shell like so:

db.organisations.insert({
  "imgUrl":"https://s3.ap-southeast-2.amazonaws.com/live.voluntarily.nz.images/1584929770643-vvvv200_full.png",
  "role":["vp","op"],
  "groups":["business","school","community","personal"],
  "name":"Voluntarily"
});

Create a System Administrator

You will need a bunch of people you can give different roles to so you’ll need several email accounts.

We recommend using mailinator.com as a way to validate and check public emails, but you can also use any service you have access to with multiple inboxes. If you use Gmail another way to get multiple emails is to follow your usual email with +name e.g watkinsav+vp1@gmail.com. This might be easier but might also pollute your inbox.

You don’t need a login for mailinator - just enter the email address you’d like an inbox for.

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Click the sign out and try again button. Go through the Auth0 Log In page with your new username and password and you will be back signed into Voluntarily.

Make yourself a system admin

Admins have all the powers. They can create new organisations, add people to those orgs, and view all data from API calls.

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You will see under the footer a special Admin menu

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Load the Goals into the database

Goals are actions we allocate to volunteers and others as they progress through the system. Each goal card is a database entry describing the activity and how to complete it. As these are database entries they have to be initialised before you create any further people.

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Now if you go to your home page you’ll see these initial goals. It's a good idea to now fill in your profile with some more details and a picture so you can easily recognise your Admin person.

Create some more People

Before we go further you’ll need to create a bunch of different logins that you can assign different roles to. Note that as we create these names in Auth0 not your local system they need to be unique emails that you can recognise so prefix them with your own initials e.g avw_vp1@mailinator.com

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You don’t need everyone straight away but it's quick to do. If you use Gmail another way to get multiple emails is to follow your usual email with +name e.g watkinsav+vp1@gmail.com. This might be easier but might also pollute your inbox.

Create some Organisations

As the admin you now need to create at least one organisation of each type

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We will do the first two manually and use the school-invite feature for the third.

Manually create the Volunteer Provider organisation

Navigate to the http://localhost:3122/orgs page - click the Organisations menu. Then click the New Organisation button.

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Save the organisation.

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Add members to the organisation

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The ‘invite members’ feature only works for OrgAdmins (not Admins) so we’ll follow the join path to get our first orgAdmin.Sign in using your vpadmin person.

Creating the OrgAdmin

• Sign in using your vpadmin person

• navigate to your org page

• click Staff Signup

• fill in any validation code - e.g your email

• click Validate.

• Switch to your Admin person

• refresh the org page members tab.

• You should see the join request

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You can repeat this joining process with as many accounts as you wish.

Inviting some people

Sign in using your orgAdmin account e.g. jane_vpadmin

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You can sign out and click this multiple times to join several people.

You’re All Set for volunteers.

You now have a volunteer provider organisation, an admin and a bunch of volunteers. They are going to need something to do so we need to create some schools. But before that sign in as each volunteer and fill out their profile a bit - give them a picture and create some skills and interest tags.

Manually create the Activity Provider organisation

Repeat the above steps using the ap organisation, aporgadmin and apmember persons.

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Once you have made a new template your opportunity provider person can use it to create a new opportunity based on that template - so now we need an opportunity provider - we are ready to create some schools.

Create a School (Opportunity Provider) using the school-invite feature

Sign in again as Admin. Navigate to http://localhost:3122/admin/invite-school

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Fill in your own email address and pick a school from the drop down list. If the list is empty, instructions for populating it can be found here: Setup the schools database .

Submit the form - you should get the email sent to the browser popup or ethereal.email. it won’t be sent to your actual email address as dev is not connected to a real mail server.

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You can now continue as before adding members.

You’re All Set

Once you have created an op person, and added them to an op organisation then they will have the power to create new opportunities. You’ll see the New Request button at the top of your home page. You can either create an opportunity from scratch or base one on an Activity Template.

Create your first opportunity and then use your volunteers to get involved, invited and committed to your test event.

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