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 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 (only) 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

Describes how Council leaders can invite other leaders.

Invite other leaders

Describes how a Council Leader can update a Unit's District

Change a Unit's District

How to assign bonus commission to specific units in your Council.

How to Apply Unit Bonus Commissions

Steps for a Council Leader to place an order for the Council

Placing a Council Order

Describes how a Council Leader can update a Unit's Name or Number.

Change a Unit's Name or Number

Rachelle C

Specific Tasks

Create a custom design with text, images, and links

Leader Portal

Council Portal

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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