Project Leaders

People marked as project leaders have write access and can find and manage their events more easily.

About This Article

You may wonder if being a Project Leader in Crescat opens up hidden functionality to you; yes, but it doesn't for the most part. In this article, you can learn how to designate someone as a project leader, add one to an event, and view events you are a project leader of.

Contents

  1. Turning a User Into a Project Leader
  2. Adding a Project Leader to an Event
  3. What it Lets You Do
  4. Summary

Turning a User Into a Project Leader

Select Members from the sidebar and then open the Members Manager tab to get started.

 

Click a member in the list to see their current permissions. Only Group/Super Admins can become project leaders, so Tom doesn't have the Project Leader option.

 

Once we make Tom a Group Admin, the project leader option appears.

 

In the permissions column on the far right, the Project Leader status is iconified as the bust of a person wearing a tie.

 

Adding a Project Leader to an Event

If you're using the Quick Create method, you may need to click the text above the event name. Otherwise, you'll be made the project leader if possible.

Then select your project leader once the field is visible.

 

If you aren't using Quick Create or if you select More Options during Quick Create, then you'll find the project leader field here.

 

You can also set the project leader here in the slide-out of an existing event.

 

What it Lets You Do

In the dashboard, you can filter events by project leaders. If you are a project leader, you can also use the Additional menu to see only events where you are the project leader.

 

You also get a few handy notification types only available to project leaders. Here are two examples.

You can get Notifications:

 

Summary

Project Leaders are an important designation in Crescat, even though they don't open up a whole new world of functionality. Project leaders can quickly find the events they manage and must be an admin in their group.

 

Please vote below to let us know if this article helped you better understand the project leaders feature.

All the best from Team Crescat!