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Finding Leaders

Explains how Council leaders can find other leaders in multiple ways.

Written by Rachelle C

Option 1: User Management

On the User Management page, use the dropdown options and search fields to find your leaders.

See User Management for more details on this page.

Option 2: Finding Leader by District or Unit

Districts

  1. Go to the Districts page in the main navigation menu

  2. Search for the district

  3. Click View Detail under the Actions menu

  4. Find the list of leaders for the District under the heading District Leaders.

  5. You can also change the primary contact in this list.

Units

  1. Go to the Units page in the main navigation menu

  2. Search for the unit

  3. Click View Detail under the Actions menu

  4. Find the list of leaders for the unit under the heading Unit Leaders.

  5. You can also change the primary contact in this list.

Option 3: From the Unit Activation Screen

  • The main table on the Unit Activation screen shows the primary leader only.

  • To see all leaders, click View Unit under the Actions menu

  • Find the list of leaders for the unit under the heading Unit Leaders.

Option 4: From the Unit Activation Screen

  • Select Export all Leaders to download a list

  • The downloaded report includes the following columns:

    • Leader First Name

    • Leader Last Name

    • Leader Phone

    • Leader Email

    • Leader URL

    • Unit Name

    • District Name

    • Previous Year Campaign Sales

    • Current Goal

    • Difference

    • Committed

    • Onboarding steps completed

    • Scouts Participating

    • Scouts In Unit

    • Previous Year Participating Scouts

    • Previous Year Total Scouts

    • Primary Contact

    • Primary Contact Email

    • Primary Contact Phone

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