Set Up a Corporate Group

Goal: Give a company, civic group, or congregation its own roster space so their organizer can register members against an event without you brokering each signup.

When this fits

• A company sends 30 employees for a build day
• A church group wants to staff three Saturdays in a row
• A college class is volunteering as a class project

For one-off groups under five people, you'll often just register them individually. The corporate group flow pays off when there's an organizer on the other side and a roster too large to handle by hand.

Set up the group

Create the group with:

• The organization's name
• The primary contact (the organizer who'll manage the roster)
• A target capacity (how many slots the group expects to fill)
• The event(s) the group is committed to

You can start this two ways:

• From Volunteer Groups → Corporate, choose Create Group and search for (or add) the organization as you go.
• From an organization you already track, open it under Constituents → Organizations, then choose Create volunteer group. The organization's name, type, and contact details are filled in for you — you just pick the event and confirm the capacity.

Starting from an existing organization keeps the group tied to the same record you use for that company's giving, sponsorships, and contacts, so everything shows up together on the organization's page.

Choose how the group handles shifts

If the event you attach the group to has shifts — say a morning and an afternoon slot on the same day — a Shift picker appears right under the opportunity. It offers two ways to run the group:

• Require a shift. Pick one (for example, a company that wants the morning shift) and everyone who registers through the group's link is placed on it automatically. This is what lets you tell two companies apart on the same day, on the roster and at check-in. Volunteers see the shift on the signup page but don't choose it.
• Any shift — volunteers choose. Leave the picker on this and each person picks their own shift when they register. The signup page shows them the day's shifts with the spots left on each, and a full shift can't be picked.

The picker only appears for events that actually have shifts. Either way, a volunteer registering through the group lands on a real shift, so they show up on the shift roster and their hours match the shift they worked.

:::tip Reserving a shift just for corporate groups To hand a company one shift and leave the rest of the day open to the public, you don't need a corporate-only opportunity. Mark the individual shift Corporate groups only when you set up the opportunity — see Plan a Single Opportunity. Individual volunteers won't see that shift when they sign up, but anyone coming through a group's link can take it. :::

The contact becomes the organizer for the group. As soon as you save the group, they receive a welcome email with a link into their portal:

• If the email matches an existing account at your affiliate, the email points them straight to the portal — they sign in with their existing credentials.
• If the email is new, the email links to a one-time activation page where they set a password. After that they can sign in normally.

The activation link is valid for 30 days. If the contact misses it, you can resend the welcome email from the group's detail page.

:::note Use a person's email, not the organization's If the contact email you save is the organization's own general address (for example contact@acmecorp.org), Omnivo does not create a constituent record or portal access for it — an organization isn't a person. The group is still created and you can send invites yourself; to give an organizer portal access, set the contact email to a specific person's address. :::

How the organizer experiences it

After setup, the organizer can:

• See the group's allotted capacity
• Invite their members by email or share a public group link
• Track who has registered, who's pending, and who hasn't responded
• Communicate with their members directly

They never see the rest of your volunteer database — only their group.

Capacity guarantees

A group with allotted capacity holds those slots against the event. Other volunteers see the remaining public capacity, not what's reserved for the group. This prevents a corporate group from arriving to find their slots taken by general public registrations.

Edit a group's details

Plans change — a contact leaves, the target headcount grows, or the organizer wants a different registration experience. Open the group from Volunteer Groups → Corporate, then choose Edit Group on its detail page to update:

• The group name and description
• The shift the group is signed up for, or whether its volunteers choose their own (when the event has shifts). Changing this does not move volunteers who already registered.
• The volunteer target and how the cap is enforced
• The registration mode and corporate waiver coverage
• The corporate contact's email and phone

Changes take effect right away — there's no need to cancel and recreate the group.

:::note Changing the date The group's date follows the volunteer opportunity it's attached to, because an opportunity can back more than one group and its own public registrations. To move the date, edit the opportunity itself — everyone registered stays in sync, and the group shows the new date automatically. :::

After the event

The group's hours roll up into a single line in the event's report so you can recognize the company's contribution as a unit, even though hours are tracked on each individual.

Once a group's event has passed, you can tidy up your list by choosing Archive Group (from the group's detail page or the card menu on the Corporate list). Archiving marks the group Closed and keeps all of its history and registrations — filter the list by Active to hide archived groups, or by Closed to find them again later. Archiving is different from Cancel Group, which is for calling off a group before it happens: cancelling revokes pending invites and disables the registration link.