Trail's End

Step-by-step instructions for Council leaders to commit a unit to the fundraiser on behalf of a unit leader

Commit a Unit on Behalf of a Unit Leader

For Council leaders: how to correctly record unit payments and commission payouts in the system, including when to use Payment vs. Debit transactions and how to fix incorrect entries.

Recording Unit Payments

This article explains the settings available to Councils and how to tell which payouts have been paid to Council.

Unit Payouts Delivered to Council

How a Council leader can change the primary contact for a unit.

Change a Primary Contact for a Unit

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

Finding Leaders

Steps for a Council leader to help a User update their roles

Update Leader Roles for a User

Describes how to view a unit as a Council leader

Viewing a Unit

How a Council leader can view a list of other Council leaders.

View Other Council Leaders

Council leaders can update a team member's role between Leader and Member directly from the Council or District leader list.

Change a Role - Leader and Member

This article describes how a Council leader assigns a Distribution Site to a Unit for each Delivery.

Assign a Distribution Site to Units

This article covers how a Council leader can add, edit, and approve Unit Orders.

Add, Edit, or Approve a Unit Order

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Leader Portal

Council Portal

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