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Leadership panelIncluded and excluded modules

Leadership Panel Modules

Included modules

  • Overview: indicators and pending work within your scope.
  • My Team: service team members and assignments.
  • My Groups: cells or groups under your responsibility.
  • Attendance History: records within your assigned scope.
  • Agenda: relevant events and activities.
  • Service Planning and Run Sheets: planning and live order when assigned.
  • Tasks: assigned interactions and follow-ups.
  • Formation: curriculum, cohorts, and teaching based on permissions.

Excluded modules

The Leadership Panel does not include Finance, CRM, Staff, Settings, or global analytics. This separation protects administrative and financial data. Your permissions and assigned scope determine which records you can view or update.

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OverviewAccess from the app