All About Your scorevolunteer org Email Account Michael

All About Your @scorevolunteer. org Email Account Michael Gilman Senior Business Systems Analyst

Housekeeping • • Will be taking questions after each topic Everyone will be muted Can be unmuted to ask question aloud Raise hand to ask question or enter in Questions section

scorevolunteer. org (SVO) Accounts • Benefits – Protect Personal Email & Privacy of Volunteer – Improve Communication – Align SCORE’s Overall Brand – Critical for CORE Replacement Project – Access to Multiple Google Apps – Send Email & Record as Session in CORE

scorevolunteer. org (SVO) Accounts • Required for New Volunteers – Request SVO Email Form for Chapter Admins • Available to All Volunteers – Request SVO Email Form for Chapter Admins – Email help@score. org • Training Resources Available: help. score. org

New Volunteer Onboarding Process 1. Application submission/receipt by chapter 2. Chapter review and determination 3. Request SVO email address 4. Chapter enters new volunteer into CORE as Provisional 5. Welcome letter sent 6. New volunteer logs in to Volunteer Center/CORE

Request SCORE Email Account Must be logged in as the admin

Request SVO Email Form

Chapter and Other Additional Contacts

Next Steps • An email is sent to all parties identified alerting that the account was set up. • Volunteer must go to gmail. com and log into the account using their scorevolunteer. org email address and temporary password provided. • For training, please see articles located on help. score. org

SVO Training at help. score. org

Choose Appropriate Article

Benefits of Connecting Your Account in CORE • Ability to send an email to a client and save your email response as a session automatically. • One place to log in to see: – your new mentoring requests – All other emails (any new correspondence from either Headquarters, your chapter, fellow mentors, and your clients)

Connect to CORE Step 1

Connect to CORE Step 2

Connect to CORE Step 3

Connect to CORE Step 4

Connect to CORE Step 5

Save Email as a Session Note MRE Must be assigned to you! Click the Mentoring Request Button Click the email link

Compose Email Window Opens

Details of Automatically Created Session

Important Notes • MRE must be assigned to you for the system to automatically enter a session for you • Only your typed response is added as the session notes • Email attachments can be saved with your session • Flexibility – Add a new case, follow-on or nonsession note directly from the email

Access to Google Tools

Google Calendar

Set Up Your Calendar • General Settings (Mobile-Friendly, Sharing, Views, etc) • Learn More links available on pages • Set up chapter-specific calendar

Google Drive • • • So simple to use Just drag and drop Has version control Can share and collaborate Each account has 30 gig of storage free

Google Drive

Google Drive

Google Hangouts

Easily Conduct Video Conference Calls via Google Video Chat (Hangouts)

Google Voice • https: //voice. google. com/u/0/signu

Groups (Distribution Lists) • Easy to set up • Same list works across all the platforms – sending emails, calendar appointments, setting up sharing for Calendars and for sharing files in Drive

www. score. org Available Resources and Support SCORE Help Site: help. score. org • Recent Tech Webinars • CORE Training Resources • Chapter Website Guides • @scorevolunteer. org Email Accounts Help Desk: Email us at help@score. org. • Submit Bug/Enhancement • Suggest topics for webinars and How To Guides