How-To Guides
Manage volunteer leaders
View, invite, and manage admins, captains, and vice-captains in your SupporterBase
This guide covers how to view, invite, and manage leaders in SupporterBase, including admins, captains, and vice-captains.
Leader roles at a glance
| Role | Scope | Can invite new leaders? |
|---|---|---|
| Admin | Manage the entire SupporterBase | Yes, including new admins |
| Captain | Lead individual groups | Can propose new captains/vice-captains (requires admin approval) |
| Vice-captain | Support group leadership | No |
Viewing admins
- Navigate to Users > Admins in the left-hand menu.
- You will see a list of all admins, including full name, email address, and notification preferences (toggle via checkbox).
- To remove an admin, click the red rubbish icon.
Inviting new admins
Admin-only action
Only existing admins can invite new admins.
- Navigate to Users > Invite New Admin (or via the top navigation).
- Enter the new admin's email address.
- Click Send Invitation.
The new admin will receive an email invite to create an account and log in.
Viewing captains and vice-captains
- Go to Users > Captains and Vice-captains.
- See a full list with name, email, role, and group(s).
- Available options: edit details, resend invitation, promote to admin, or remove user.
- On your group profile, click Group Leaders.
- A pop-up will show all group leaders, their role, and email address.
Inviting new captains and vice-captains
- Go to Users > Invite New Captain or Invite New Vice-captain.
- Enter the new leader's email address.
- Select the supporter group they should lead.
- Click Send Invitation.
- On your group profile, click Manage Leaders.
- Click the green Add Group Leader button.
- Enter the email address and select the proposed role (captain or vice-captain).
- Submit the request. It will go to an admin for approval.
- Once approved, the new leader receives an invitation email.
Vice-captains cannot add new leaders
Only admins and captains can invite or propose new group leaders.
Approving new captains and vice-captains
When a captain proposes a new leader, the request is sent to an admin for approval. Once approved, the invitation email is sent automatically.
Resending invitations
If an invitation email is lost:
- Navigate to Users > Admins or Users > Captains and Vice-captains.
- Locate the person (or search).
- Click the mail icon to resend the invitation.
