Work in TeamM as a leader
A Leader works with assigned teams and events. Member management and payment abilities are optional settings controlled by a Manager.
Find your task
Section titled “Find your task”| I need to… | Use this guide | Requirement |
|---|---|---|
| Take attendance for my class | Record attendance and class makeup | Assigned, active event in an active team; Leader attendance window open |
| Take attendance for several classes at once | Merge events | At least two assigned events on the same date |
| Record class makeup | Record attendance and class makeup | Leader can manage members; organization offers class makeup |
| Add an event description | Add an event description | Active event; choose appropriate visibility |
| Add or approve a member | Add and approve members | Leader can manage members |
| Inspect member status | Manage member status | Assigned team; changes require Leader can manage members |
| Receive cash | Manage orders and collect payments | Assigned-team order; Leader can receive cash payment |
| Edit a checkout price | Edit a checkout order | Assigned-team order; Leader can receive cash payment to access organization orders, plus Leader can edit order prices |
Manager guides are linked because the procedure is shared; the Applies to note and step-level restrictions tell you which parts a Leader can perform.
Take attendance for my class
Section titled “Take attendance for my class”- Switch to the Leader profile for the organization.
- Open Calendar and choose the assigned event.
- Open Members.
- Select Present or Absent for the member. Changing an existing value requires Accept in the confirmation dialog.
You can view events, but changing the official schedule, event date/time, place, cancellation, or reactivation is Manager-only.
When actions are available
Section titled “When actions are available”- Assigned teams and their events appear on the Leader profile.
- Attendance is writable only for an active event in an active team and only between the organization’s pre-event and post-event limits for Leaders.
- Member changes require an active assigned team and Leader can manage members.
- Working with organization orders requires Leader can receive cash payment and an assigned-team order.
- Editing also requires Leader can edit order prices and an order in Checkout.
- Class makeup appears only when the organization offers it; a Leader also needs Leader can manage members.
- Stripe and tPay checkout actions belong to Member profiles. A Leader can record only cash, and only when cash receipt is delegated.
If an expected action is missing, send the Manager the action name together with the affected team, event, order, or member.