Leader Console

The Leader Console gives trip leaders a participant-facing workspace for managing the parts of a trip they have been allowed to oversee. It lives inside the participant dashboard, not the admin Trips area.

Screenshot placeholder: Leader Console showing the participant-facing trip management tabs

Accessing the Leader Console

1. Log in as a participant.

2. Open the trip from the participant dashboard.

3. Click Leader Console if the participant has the Leader role.

If the participant is not a leader, or if leader access is not available for that trip, the Leader Console does not appear.

Current Leader Console tabs

The current Leader Console includes these tabs:

• Participants

• Budget

• Milestones

• Tasks

• Completions

• Templates

The tabs and actions a leader can use depend on their effective Leader Permissions.

Participants tab

When permitted, leaders can:

• view the trip roster

• add participants

• edit participants

• withdraw participants

• invite participants

• export the roster

The participant tools in the Leader Console use the same trip-specific workflow concepts as the admin roster, including goals, roles, tags, and minor or guardian information.

Budget tab

When permitted, leaders can:

• add budget items

• edit budget items

• delete budget items

Milestones tab

When permitted, leaders can manage fundraising milestones for the trip.

Tasks tab

When permitted, leaders can:

• add tasks

• edit tasks

• delete tasks

• review task targeting

• open the participant roster for a task

• send reminders when reminder access is available

Completions tab

When permitted, leaders can review participant task submissions. If approval access is enabled, leaders can also approve or reject submitted completions.

Templates tab

When permitted, leaders can:

• create task templates

• edit templates

• delete templates

• apply templates to the current trip

Important scope note

The current Leader Console focuses on participant, budget, milestone, task, completion, and template management.

It does not currently mirror every admin-side trip tool. For example, the leader-facing console does not include the admin Communication history tab, the admin E-Signatures tab, or the admin Background Checks tab.