Involvements

Leader Types¶

Leader Type¶

Each Involvement has a setting named Leader Type located on the Involvement’s Settings > General tab. The purpose is to associate one person as the leader of the Involvement, so that the leader’s name displays in various places, such as roll sheets and attendance reports. This is true for all Involvements, not only Main Fellowship Involvements. On a person’s Involvement tab, the Leader of the Involvement displays along with the name of the Involvement.

For this to work properly, only one person in the Involvement should have a Member Type that matches the Leader Type for the Involvement.

Set the Leader Type¶

You must have the Edit role to do this.

Step 1: Go to the Settings > General tab of the Involvement and click Edit.
Step 2: Select the correct Leader Type from the drop-down list, and click Save.
Step 3: If you have not already, change the Member Type for the one individual who is the main leader, so that it matches the Leader Type for the Involvement. This is done by clicking on their existing Member Type to open the Member Dialog.

See also

Involvement Member Dialog

Examples

For an Involvement that is a Life Group, the Leader Type might be Teacher. Only one person would have that Member Type. Others in the class might also be leaders, but they would have a different Member Type, such as Co-Teacher, Leader, or Prayer Leader.

For ball teams, the Leader Type might be Coach, and only one member of the Involvement would have the Member Type of Coach.

Remember, the person that is enrolled and has a Member Type that is the same as the Leader Type for the Involvement is the person that will be associated with the Involvement on reports and other places.

In the screenshots below, the Leader Member Type is Teacher, Angie Parker’s Member Type is Teacher, and her name displays under the name of the Involvement.

../_images/LeaderTypes-LeaderMemberType.png — Leader Member Type on the Settings > General tab¶

../_images/LeaderTypes-MemberType.png — Member Type on the People > Members tab¶

../_images/LeaderTypes-InvolvementHeader.png — Leader name under the Involvement name¶

Lay Leader Access¶

Any person enrolled in an Involvement who has the OrgLeadersOnly and Access roles, and who has a Member Type with an Attendance Type of Leader, can access the Involvement. That means that multiple leaders can access the same Involvement.

A user with the Admin role can change which Member Types are considered Leaders. Member Types are located in Admin > Advanced > Lookup Codes.