Getting started

Search, Quick Actions, Help, and Victor

Use the top banner to find pages and records, start common actions, get help, and chat with Victor.

The top banner — search, notifications, quick actions (+), and help (?). · click to enlarge

The signed-in dashboard and admin areas include a top banner for the tools you use across pages: Search, Quick Actions, and Help.

Search from anywhere

Click Search in the top banner, press /, or press Ctrl/Command + K. Search finds pages and common actions first, then shows records you are allowed to access — such as volunteers, applications, background checks, users, or organizations depending on your role.

Start common actions

Use the Quick Actions button (+) to invite a volunteer, run a check, log hours, send a waiver, or buy credits. These actions used to live in a floating button; they now live in the banner so they are easier to find and do not cover page content.

Get help

The Help button opens documentation, Academy courses, product updates, support contact options, and system status.

Notifications bell

The bell in the top banner shows in-app alerts (new applications, check completions, volunteer messages when enabled, and more). New items appear live while you work; dismissals stay in sync across open tabs. You can mute volunteer-message bell alerts from the bottom of the bell menu (owners/admins).

Ask Victor

The VolunteerBadge AI assistant, Victor, opens from the pulsing shield button in the lower-right corner of the dashboard. You can also open the full assistant page from Dashboard → AI Assistant.

Mobile layout

On phones, the banner uses compact icons. Search opens as a full-screen dialog, and the quick actions and help buttons remain available from the top of the screen. Victor stays in the lower-right corner.
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