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Managing Leaders for your Circle

Roles able to edit: Compiler, Regional Editor Roles able to view: Sector Leader, Community Engagement Leader

  1. From the Circles homepage, select your circle name.

  2. On the next screen, select the Circle Info tab.

The Circle Info screen contains tabs that display ways to manage the people and sectors of your circle:

  1. Circle Leaders - This includes compilers, sector leaders, and community engagement leaders for the circle. When someone is assigned one of these roles, they appear in this table.

  2. Participants – Displays a list of participants who registered online. Compilers can also manually add participants.

  3. Sectors – Displays your defined sectors. Use this tab to create or edit additional sector names, descriptions, and boundaries.

Assigning Circle Leaders

  1. From the Actions dropdown menu, select Assign Circle Leaders.

  2. In the dialog, do any or all of the following:

    1. Add the email of the leader you want to add.

    2. If necessary, select the sector you want to assign the Sector Leader to.

    3. Click the sign to add additional leaders.

    4. Click to delete a leader.

  3. When done, click Assign.
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  • View each circle leader's name, role, phone, and email. Email them directly by clicking the email on a leader's row.

    NOTE: More than one person can be assigned to each type of leader for a circle or sector.

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