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Leader Approvals

The Leader Approvals screen allows you to review and approve Unit Leader registrations for your Council.

Access this screen from the left navigation under Unit Onboarding > Leader Approval.

Overview

This screen displays only leaders who are currently awaiting approval. Once you approve or take action on a registration, it will be removed from the list β€” think of it as a to-do list, not a full directory.

To view all leaders in a unit, use the Unit Activation or Users pages instead.


Approving a Registration

Existing Leaders

  1. If a user is logged in when registering, their username will show in the Existing User column.

  2. Click the green checkmark in the Actions column to immediately make them a leader of the unit listed.

New Leaders

  1. Click the green checkmark in the Actions column to approve them.

  2. The leader will receive an email invitation to create or log in to their account.

This is different from the past flow, where a Council leader would define their new username.


Tips

  • Use the Search bar at the top of the screen to quickly find a specific leader by name, email, unit, or district.

  • You can still share the link for new unit leaders to register via the button Copy Sign-up URL in the top right. Existing leaders do not need to register; instead, they will log in to their dashboard and click "Plan your fall fundraiser" to onboard/commit for the year.

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