People CRM

Quick Answer: People

The People sidebar hub focuses on volunteers—roster, scheduler, applications, and settings. Staff directory and groups live under Administration; contacts live in My Workspace.

People Hub

In Alignmint, People (route /people) is the volunteer operations hub: roster, scheduler, applications, and volunteer settings. It is not the same as the Administration staff directory. Donor records stay in Donor Hub; personal contacts stay in My Workspace under Contacts CRM.

What Lives in People

• Volunteers CRM — searchable roster with hours, waivers, tags, and portal invites
• Volunteer Scheduler — events, public signup, and QR check-in (Plus+)
• Volunteer Applications — public apply form and review queue (Plus+)
• Volunteer Settings — activity types, categories, and application email toggles

What Lives Elsewhere

• Groups & Teams / staff directory: Administration → Groups & Teams
• Contacts CRM: My Workspace → Contacts (user-scoped)
• Donor CRM: Donor Hub

Common Tasks

Add a new volunteer to the roster

1. Open People → Volunteers.
2. Click Add Volunteer, enter contact details, skills, and tags.
3. Send a portal login link if they will self-report hours or sign waivers online.

Good to Know

Volunteer portal logins use magic links like donors. Approved applications create volunteer rows automatically; waivers may still be required afterward through the portal or Tools → Sign Waivers.

People hub tools are included on plans with volunteer access. Scheduler and Applications require Plus or higher; core roster and hour tracking remain available on Free where volunteer features are enabled for your org.

Related guides

• Volunteer management
• Groups & teams
• Contacts CRM