> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter-curling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create a volunteer role?

> Add or edit a role members can express interest in and shifts can be posted against, set its CCM type and order, and save a copy of it.

<Note>
  **Must know**

  * Needs *volunteers.manage*.
  * CCM's three role types are a **Type** select in both views: **Member volunteer options**, **Signup for specific roles** and **Game schedule volunteer options**. Leave it on **Set by usage** and the type is inferred from how the role is used.
  * **Order** puts roles in the order you want on the admin list, the members' interest grid and the time tracker's Event list. A blank Order lists the role after the ordered ones.
  * A role can require volunteer certifications; members without a valid one are blocked from signing up for its shifts (an admin assigning them directly is not).
</Note>

<Steps>
  <Step title="Open the Roles tab">
    Go to **Members → Volunteers**, click the **Roles** tab, then **New role**.
  </Step>

  <Step title="Describe the role">
    In **New volunteer role** enter a **Name**, choose the **Type**, give an **Order** if you want one (a whole number; blank means *Unordered*), a **Category** (for example bar, ice, kitchen, events, board) and a **Description**. The description editor takes bold, lists and links, and members see the formatting on the club site's **Volunteer** page. If your club has volunteer certifications, tick any under **Required certifications**. Click **Create**.
  </Step>

  <Step title="Check the row">
    The Roles table shows **Role**, **Type** (Member, Signup, Game or *Set by usage*), **Order**, **Category**, **Required certifications**, **Shifts**, **Interested members** and **Status**. Click the **Active** / **Inactive** badge to toggle whether the role is offered.
  </Step>
</Steps>

## Edit or copy a role

Click the pencil on a role row to open **Edit volunteer role** with the same fields, then **Save**. To start a new role from an existing one, click the copy icon on the row, or **Save as copy** in the edit dialog. The copy is saved as it stands in the form, named "\{name} (copy)" (then "(copy 2)" and so on, because role names are unique in a club). It takes the required certifications and every open shift of the original, but none of its sign-ups, interests, hours or game duties. The original is not changed.

## In the classic view

The **Volunteer Roles** screen has **New**, **Publish**, **Unpublish**, **Edit** and **Delete**, and an **Order** box on each row: type a number and Tab away to save it. The **Edit Volunteer Role** form has **Name**, **Type**, **Published**, **Description** (a formatting editor) and a **Sub-Roles** table (the shifts), each with its own **Order**. The toolbar has **Save**, **Save & Close**, **Save as Copy** and **Close**; **Save as Copy** opens the new copy, as CCM did.

**Related:** [What is volunteer management?](/club/volunteers/what-is-volunteer-management) · [How do I post a volunteer shift?](/club/volunteers/how-do-i-post-a-volunteer-shift) · [What are volunteer certifications?](/club/volunteers/what-are-volunteer-certifications) · [How do I add a volunteer or export the volunteer listing?](/club/volunteers/how-do-i-add-a-volunteer-or-export-the-listing)


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