You can directly access each team’s Dashboard by selecting the name of that team from the Select Other Organization drop down (which is located to the left of your Dashboard icon in the top right hand corner of your Dashboard). On your team’s Dashboard, the Key Contact for the team can:

• Post or edit the needs of the team, which can include volunteers, resources, family needs, missions needs, etc.
• View reports showing all of the commitment activity for the needs posted for that team
• Retrieve links showing various types of needs of that team/group and attach those links to button(s) for that team on your web site so individuals can join or sign up to meet needs of that group/team

To view and manage each team you created, go to My Account, and click View Teams under My Teams. You will see the name of each team, contact information for the leader of the team, the names of each member of that team, all of that group’s pending and completed giving activity, as well as any outstanding “offers” they have entered into the system. You may also deactivate the team or reactivate a team that was previously deactivated under Activation Status. The team’s status will change immediately. Keep in mind that the numbers shown for the team’s Pending Commitments, Completed Commitments and Offers reflect all activities of the individual team members, not exclusively their activities within/for that particular team.

You can also directly access each team’s Dashboard by selecting the name of that team from the Select Other Organization drop down (which is located to the left of your Dashboard icon in the top right hand corner of your Dashboard). On your team’s Dashboard, the Key Contact for the team can post needs for the team or view reports showing all of the commitment activity for the needs you posted for that team.

For individuals who are not already “Members” of your organization, have them first register on this link under the name of your organization (in Step 2). Then go to My Account and Pending Members under Member Status and click Approve and Regular Member on the drop down lists to the right of the person’s name.

For those who are already Approved Members of your organization, the individual can join the team from the Connect with My Church & Local Ministries link on their Personal Dashboard (View Instructional Video).

Once they have registered under your organization, then you can:

• Go to your Dashboard and click My Account and Approved Members under Member Status
• Check the box next to that individual’s name on the list and click the Assign __ Members to Teams button, select the team from the drop down list, and then click Assign
• Then, switch Dashboards to the team you created (via the drop down box in the top right corner of your Dashboard next to the house icon)
• Go the Pending Members page, approve that individual and make him/her a Regular Member via the drop downs to the far right of the person’s name

Meet The Need can also provide you with a special link to easily enable people to directly join your teams or events, whether or not they are a “member” or not of your organization. Once they join the team or event they will show up the team/event Dashboard and you can approve them as “members” of the team. Contact us to receive the special link to send out to those individuals.

For individuals who are not already “Members” of your organization, have them first register on this link under the name of your organization (in Step 2). Then go to My Account and Pending Members under Member Status and click Approve and Regular Member on the drop down lists to the right of the person’s name.

For those who are already Approved Members of your organization, the individual can join the team from the Connect with My Church & Local Ministries link on their Personal Dashboard (View Instructional Video).

Once they have registered and are an approved “Member” of your primary organization, then you can:

• Go to your Dashboard and click My Account and Approved Members under Member Status
• Check the box next to that individual’s name on the list and click the Assign __ Members to Teams button, select the team from the drop down list, and then click Assign
• Then, switch Dashboards to the team you created (via the drop down box in the top right corner of your Dashboard next to the house icon)
• Go the Pending Members page, approve that individual and make him/her a Key Contact via the drop downs to the far right of the person’s name

The next time that person logs in, he/she will see a dedicated team Dashboard for them to post/manage their team’s needs and see who has agreed to meet each need.

Meet The Need can also provide you with a special link to easily enable people to directly join your teams or events, whether or not they are a “member” of your organization. Once they join the team or event they will show up on the team/event Dashboard and you can make them a Key Contact. Contact us to receive the special link to send out to those individuals.

When the Team leader posts needs for that role or skill set via the mission team’s dashboard, those pre-qualified individuals on that teams will receive automated email notifications. For needs posted as Private, team members will have to login to prove they are members of the team before seeing the needs. Team leaders will have a private, dedicated dashboard for their team to post/manage needs, organize team members, and see who has agreed to meet each need.

Creating teams under your organization:

1. Empowers team leaders to manage their activities separately from the rest of the organization, not allowing them to see the activity of other teams or the overall organization
2. Allows organizations to control the ability of team leaders to share information with other individuals who are not on that team
3. Only those who have an interest in that “team’s” efforts can join or be assigned to that team. They must opt in and be approved to receive communications directly from the team.
4. Enables an organization to restrict the view of certain needs to those who are properly credentialed (e.g. background checked)

To set up a new team (so that they will have a separate Dashboard for managing and posting needs), go to My Teams under My Account on your Dashboard and click Add a New Team. Watch this video and read the instructions under the Help button on the Add a New Team page for more information.

Team leaders can only see and control their own activities. They do not have access to the organization’s overall Dashboard, nor can they view the activities of other teams, or send out automatic emails (when they post new needs) to anyone except for those on their particular team.

Leadership of the overall organization still maintains control over all aspects of those groups/teams underneath it, including the ability to control who has access to the group/team Dashboards and to see full reports showing the activities of any team leaders or members at any time.

Some organizations form separate groups under their organization’s Meet The Need Dashboard. They do so to:

• Organize particular functions within the organization (e.g. Greeters or Ushers for a Church, or Kitchen or Warehouse for a Charity)
• Empower group leaders with state-of-the-art tools, including their own private Meet The Need Dashboard, to more easily manage their function/group
• Restrict the view/adoption of needs to particular individuals (e.g. those who are background checked). Only approved members of teams will receive automated emails when the team/group leader posts new needs. If the needs are posted as Members Only, then team members will have to login to see and meet those needs, proving they are actually members of the team.