Leader Console

Overview

The Leader Console provides trip leaders with admin-like management capabilities directly from the Participant Dashboard (donor login). Leaders can manage participants, tasks, budgets, and more — without needing full administrator access to your HelpYouSponsor account.

This is ideal for on-the-ground trip coordinators, team captains, or volunteer leaders who need to manage their trip independently.

Accessing the Leader Console

1. Log in as a donor/participant using your donor credentials (magic link or password).

2. Navigate to your trip in the Trips section of your dashboard.

3. If you have the Leader role, you will see a Leader Console section on your trip detail page. Non-leaders do not see this section.

What Leaders Can Do

The Leader Console mirrors the admin trip management experience, with all actions scoped to the specific trip. Available capabilities include:

Participant Management

• View the full participant roster with fundraising progress

• Add existing donors as new participants

• Update participant details (role, goal, visibility)

• Withdraw/remove participants from the trip

• Re-send trip invitation emails

Task Management

• Create, edit, and delete tasks

• Configure task targeting (role-based, minor/guardian, tag-based)

• Set up task reminders and dependencies

• View task completion status for all participants

• Send manual reminder nudges to participants with incomplete tasks

Task Completions

• View all task submissions across participants

• Approve or reject submissions that require admin approval

• Add notes when approving or rejecting

Budget Management

• Add, edit, and delete budget line items

• Reorder budget items via drag-and-drop

Milestone Management

• Create, edit, and delete fundraising milestones

• Monitor progress toward milestone targets

Task Templates

• View available task templates

• Create new templates from current tasks

• Apply templates to the trip

Trip Settings

• View trip details and public URL

• Edit trip fields (name, dates, goal, etc.) if permitted

Sending Manual Reminders

Leaders can send targeted reminders to participants for specific tasks:

1. Navigate to the task in the Leader Console.

2. Click Send Reminder.

3. By default, reminders are sent only to participants who have not yet completed the task.

4. Confirm and send.

Each reminder action is logged to prevent accidental spam and enable support if questions arise.

Permission-Based Access

Not all leader capabilities are enabled by default. Your organization's administrator controls what each leader can do through Leader Permissions (see Leader Permissions).

If a capability is disabled for you:

• The corresponding section or button will appear grayed out or hidden.

• Attempting the action will show a "Permission denied" message.