Skip to main content
All CollectionsFor AdminsVolunteer Management
How to Assign Groups and Profiles to Dibs Sessions
How to Assign Groups and Profiles to Dibs Sessions
Updated over 11 months ago

You must have "Full Access" or "Limited Access - Website" permissions to assign groups and profiles.

Attaching a Group to a Dib Session will make that session only viewable to that group. Once you attach a group, if your session is Tracking Credits, you can assign Dib Items to individual profiles within that group rather than waiting for members to claim the items.

Step 1: Attach a Group to a Dib Session

  1. Sign in and turn on Edit Mode.

  2. Click on the Dibs tab in your main menu.

  3. Click on the title of the Dibs Session you would like to attach a group to.

  4. Choose the Groups sub-tab.

  5. Click Attach Group.

  6. Choose one of the three group options.

    • Existing Group: Already created groups.

    • Create a New Group: This allows you to create a group by selecting individual profiles to include.

    • Create a Smart Group: This allows you to create a dynamic group from a registration.

      • If you chose an existing group, choose the group's title > Select Group.

      • If you create a new group, name the group, choose all the profiles you want in the group, and click Create Group.

      • If you created a new smart group, name the group > choose either Membership or Survey or Registration > Create the membership group or select a registration > click Create Smart Group.

NOTE: After attaching groups to a session, the profiles within that Group will appear under the Profiles tab of the Dibs Session.

Step 2: Assign an Item to a Profile

  1. Sign in and turn on Edit Mode.

  2. Click on the Dibs tab in your main menu.

  3. Click on the title of the Dibs Session you would like to attach profiles to.

  4. In the middle of the page, choose the Profiles sub-tab.

  5. On the right side of the page, under the Actions column, choose Assign Dibs Item.

  6. In the text boxes, input the volunteer's name, phone, and email address.

  7. Click Submit.

Did this answer your question?