For the complete documentation index, see llms.txt. This page is also available as Markdown.

Leader Permissions

Leader Permissions determine which tools a trip leader can see and use inside the Leader Console.

In the current Trips platform, these permissions are enforced in the leader-facing trip experience. When a permission is turned off, the related tab, action, or approval workflow is hidden or blocked for that leader.

Permission list

Permission
What it unlocks in the current Leader Console

Manage Trip

Access to trip-level milestone management and other trip-level leader tools

Manage Participants

View and manage the participant roster

Invite Participants

Send row-level and bulk participant invitations

Manage Budget

Add, edit, and delete budget items

Manage Tasks

Create, edit, and delete trip tasks

Manage Task Templates

Create, edit, delete, and apply task templates

View Task Completions

Open the Completions tab and task rosters

Approve Task Completions

Approve or reject submitted task completions

Send Manual Reminders

Send leader-side task reminders from task rosters

Promote Leaders

Set another participant's role to Leader

How permissions behave

Leader permissions are resolved per leader. The current Trips code supports:

  • trip-level leader permission defaults

  • optional per-leader overrides

In practice, this means two leaders on the same trip can have different access if your account uses overrides.

Default behavior

If a leader permission is not explicitly changed, the current Trips defaults are:

  • all leader permissions are enabled

  • Promote Leaders is disabled by default

Examples

Here are a few important permission effects in the current UI:

  • If Invite Participants is off, the leader cannot use Invite all or send row-level participant invitations.

  • If View Task Completions is off, the leader cannot use the Completions tab.

  • If Approve Task Completions is off, the leader can review completions but cannot approve or reject them.

  • If Promote Leaders is off, the leader cannot change another participant's role to Leader.

Last updated