Leader Permissions

Overview

Leader Permissions allow administrators to control exactly what trip leaders can do in the Leader Console. Permissions can be set at the trip level (defaults for all leaders on a trip) and overridden at the individual leader level.

How Permissions Work

Permissions follow a cascading model:

1. Trip-level defaults (set in trip settings): Apply to all leaders on the trip.

2. Per-leader overrides (set on individual participant records): Override the trip-level default for a specific leader.

3. System defaults: If neither trip-level nor per-leader settings are configured, the system defaults apply (all permissions enabled except "Promote Leaders").

Resolution order: Per-leader override > Trip-level default > System default (all enabled)

Available Permissions

Permission	Description	Default
Manage Trip	View and edit trip details (name, dates, goal, cover image, description, status)	Enabled
Manage Participants	Add, update, and withdraw participants	Enabled
Invite Participants	Send invitation emails to participants	Enabled
Manage Budget	Create, edit, delete, and reorder budget items	Enabled
Manage Tasks	Create, edit, and delete tasks; configure targeting and reminders	Enabled
Manage Task Templates	Create, edit, delete, and apply task templates	Enabled
View Task Completions	View task submission statuses for all participants	Enabled
Approve Task Completions	Approve or reject submitted task completions	Enabled
Send Manual Reminders	Send reminder nudges to participants for specific tasks	Enabled
Promote Leaders	Change other participants' roles to Leader	Disabled

Setting Trip-Level Defaults

1

Navigate to Trip Details

Go to the Trip Details page.

2

Open Settings

Click Settings.

3

Find Leader Permissions

Scroll to the Leader Permissions section.

4

Toggle Permissions

Toggle each permission on or off.

5

Save Settings

Click Save Settings.

These defaults apply to every leader on this trip unless overridden individually.

Setting Per-Leader Overrides

1

Go to Participants

Navigate to the Participants tab on the Trip Details page.

2

Edit a Leader

Click Edit on the leader participant you want to customize.

3

Locate Permission Overrides

In the edit form, find the Permission Overrides section.

4

Toggle Overrides

Toggle individual permissions to override the trip-level defaults.

5

Save Changes

Click Save.

Why "Promote Leaders" Is Disabled by Default

The "Promote Leaders" permission is disabled by default to prevent privilege escalation. If enabled, a leader could grant other participants leader access, potentially giving them capabilities the administrator did not intend. Enable this only for highly trusted leaders.

Checking Effective Permissions

When editing a leader participant, you can see their effective permissions — the resolved combination of trip-level defaults and any per-leader overrides. This shows exactly what the leader can and cannot do.