Numinar takes your platform and data security seriously. It's the primary reason we require user verification when onboarding team members to your organization. We also know your team is moving fast. Here's a guide and best practices to get them onboarded quickly.
š” The short version: make your organization public, share your join link or QR code, make your projects public, and have volunteers create their accounts before the big day. Set up a few backup logins just in case.
1. Use public settings for your organization
When your organization is public, volunteers can join on their own with a link or QR code. No invites needed.
Step 1: Go to Settings
In the left menu, click Settings (1). The Organization tab (2) opens first.
Step 2: Fill out your public information and make your organization public
Scroll down to Public Information:
Add a Contact Email and Contact Phone Number. Both are required for a public organization.
Add a short Description so volunteers know they found the right organization.
Check Make Org Public.
Click Save Changes.
This is what volunteers see when they find your organization in the Numinar app.
Step 3: Share your join link
After you save, the Join Org Link card appears. Click the copy button (1) and share the link by text, email, or social media. The QR code button (2) is right next to it.
When a volunteer opens the link on their phone, it opens the Numinar app or takes them to download it. Once they've signed up and verified their email, they're added to your organization automatically.
Step 4: Download a QR code for flyers and events
Click the QR code button next to your join link. Then click Download QR Code (1) and choose Download As PNG or Download As SVG (2).
Print it on flyers and sign-in sheets, or put it up on a screen at your event so volunteers can scan it with their phone's camera.
š” Volunteers who join with your link, or by browsing in the app, are added as Supporters. Owners and Admins get an email each time someone joins. You can change anyone's role on the Team page. See Understanding user role permissions.
2. Make your projects public
No assignments needed. Public projects show up for everyone in your organization, including volunteers who just joined with your link. Once they're on Numinar, they can get to work.
Step 1: Go to Projects and click New Project
In the left menu, click Projects (1), then click New Project (2). Projects that are already public show Public in the Assignees column (3).
Step 2: Choose Public
Fill out your project as usual. Under Project Assignment, choose Public (1). Set the Status to Todo or In Progress (2) so volunteers can see it.
āļø Choose Public when you create the project. You can't switch an existing project between Public and Users/Teams later. Volunteers can't see Draft or Complete projects.
Volunteers see your public canvassing, calling, and relational texting projects on their Home screen in the app right away.
3. Ask volunteers to set up an account in advance
Every volunteer needs to create an account and verify their email before they can join. It only takes a few minutes, but verification emails sometimes land in spam, so have volunteers do this before your event, not at the door.
Here's a quick, step-by-step tutorial to share with your volunteers.
Step 1: Download the app
š± Download the Numinar app from the Apple App Store or the Google Play Store.
Step 2: Sign up
Open the app and tap Click here to Sign Up. Create your account with your email address and a password, or tap Log in with Google. If you were invited, use the email address your invite was sent to.
Step 3: Tell us about you
Enter your name, address, and phone number, then tap Continue.
Step 4: Verify your email
Check your inbox for an email from Numinar and tap the link inside. Use the buttons to open your email app. Didn't get it? Check your spam folder, or tap Resend.
Step 5: Join your organization
Open the join link or scan the QR code your organization shared, and you'll be added automatically.
If you were invited, your invitation shows up in the app. Tap the check mark to accept it.
Don't have a link or an invite? Tap Browse Organizations, find your organization, and tap Join Organization.
For a full walkthrough of the app, see Getting started on the mobile app.
4. Make placeholder users as a backup
Some volunteers will show up without an account, or get stuck on verification. Set up a few backup logins ahead of time so nobody has to wait.
Step 1: Create email addresses on your organization's domain
From your organization's domain, create a few new email addresses. For example, if your emails end in @example.org, create volunteer1@example.org, volunteer2@example.org, and so on. Using your own domain means you can open the verification emails yourself.
Step 2: Invite them on the Team page
In the left menu, click Team (1), then click Add Users (2).
Enter your placeholder email addresses (1), choose a Role like Volunteer (2), and click Invite Users (3). See How to Add Team Members for more.
Step 3: Walk through verification in advance
For each placeholder email, sign up in the Numinar app, fill out Tell us about you, open the verification email in that inbox and tap the link, then accept the invitation. Follow the volunteer steps in section 3 above.
Step 4: Hand out one login per volunteer
When a volunteer needs a login, give them one of your placeholder accounts. Keep a list of who is using each one.
āļø Only one person per login. If more than one person uses the same login, their work gets mixed together and you may experience technical issues.
š¬ Frequently Asked Questions
Do volunteers still need to verify their email if they use the join link?
Do volunteers still need to verify their email if they use the join link?
Yes. Every account needs a verified email address. It's how we keep your organization's data secure.
What role do volunteers get when they join with the link?
What role do volunteers get when they join with the link?
They're added as Supporters. You can change their role on the Team page.
A volunteer joined but doesn't see any projects.
A volunteer joined but doesn't see any projects.
Make sure the project is Public and set to Todo or In Progress, and that the volunteer is in the right organization. They can switch organizations from the menu in the top left of the Home screen. The app shows canvassing, calling, and relational texting projects.
I don't see Public Information in Settings.
I don't see Public Information in Settings.
Only Owners, Admins, and Parent Admins can make an organization public. Ask your organization's Owner, or reach out to us at support@numinar.com.
Can I make my organization private again?
Can I make my organization private again?
Yes. Uncheck Make Org Public and click Save Changes. Your join link stops working and your organization no longer shows up in Browse Organizations. Volunteers who already joined stay in your organization.
A volunteer can't log in.
A volunteer can't log in.