Leader Roles are used to mass-assign permission sets to leaders of specified groups. Leader roles are a huge time saver as they prevent the need to create unique roles for each person under the Roles tab.

For example, you can create a Leader role for Small Group leaders that can take attendance, contact their members, etc. Then another leader role can be for all Elders or Deacon Team Members who may need access to interactions. 

Adding (or Editing) Leader Roles

1. Under the Settings Gear found at the top right of the header, click Permissions in the dropdown menu. Next click the Leader Roles Tab. 
2. The process for adding specific permissions to each leader roles mirrors the process for the Roles Tab. Select the permissions you would like to give this role.
3. When adding or editing a Leader Role, simply specify which Groups to include at the bottom of the page. The permissions for that Leader Role are then assigned to the leader of the Groups specified.

4. Click Save when done.

Updated October 09, 2024 13:37