Unit Leaders & Scoutmasters

Welcome to the Unit Leaders section. Whether you lead a troop, crew, pack, or post, these guides walk you through the day-to-day work of running your unit in MySummitKeep — starting with your roster and the people in it.

The hub of all of this is the Members page. From there you can search and filter your whole roster, switch between a table and a card view, invite new people, and jump into bulk tools.

What you can do here

Members directory

Search, filter, and open every person in your unit. Toggle between table and card views. See Managing Members.

Invitations

Send single invites, bulk-invite from a list, and track who hasn’t accepted yet. See Bulk Invite.

Patrols, dens & divisions

Organize Scouts into the right sub-groups for your program. See Patrols, Dens & Divisions.

Households

Group parents and Scouts into families for shared contact info and billing. See Households.

Attendance

Take attendance at meetings and outings and track participation over time. See Attendance.

Import & export

Bring your roster in from ScoutBook or a council CSV, and export it back out. See Member Import.

Managing your roster

The Members page (People → Members in the left menu) is where you’ll spend most of your roster time. A few things to know:

• Search and filters — Search by name, email, or phone, then narrow by role (Admin, Parent, Scout) and status (Active Only, Inactive Only, or All Members). The result count updates as you filter.
• Two views — Use the Table / Cards toggle in the top right to switch how the roster is displayed. Both views let you click a person to open their profile.
• Pending Invitations — If you’ve invited people who haven’t joined yet, they appear in a collapsible Pending Invitations panel at the top, where you can resend or cancel each one.

Detailed walkthroughs live in these guides:

• Managing Members — the directory, member profiles, and editing member info.
• Bulk Invite — invite many parents and leaders at once from a list (People → Members, then Bulk Invite). Scouts are added by their own parent from My Family, not by invitation.
• Bulk Operations — apply changes to many members at once (Settings → Bulk Operations).
• Member Transfers — review and approve members moving in or out of your unit (People → Member Transfers).
• Member Import — pull your roster in from ScoutBook, Internet Advancement, or a council CSV.

Inviting one person

For a single person, click Invite Member on the Members page and fill in their name, email, and role. For a whole list, use Bulk Invite instead — it’s much faster.

Organizing your unit

Once your people are in the system, group them the way your program runs:

• Patrols, Dens & Divisions — the same tool powers patrols (troops), dens (packs), and divisions/crews. Create groups, assign Scouts, and set leadership.
• Patrol Boxes — track shared gear and equipment assigned to each patrol or group.
• Households — link parents and their Scouts into a single family record so contact details and billing stay together.

Tracking participation

• Attendance — record who showed up at meetings, campouts, and other events, and review participation trends across the year.

Beyond the roster

These areas have their own dedicated guides:

• Event Planning — create events, manage RSVPs, and run sign-ups.
• Advancement Workflow — record rank advancements and merit badges and generate reports.
• Communications — send announcements and messages to Scouts, parents, and committee members.
• Finance and Payments — track dues, fees, and payments.
• Recharter — a step-by-step walkthrough from roster review to submission.

Permissions

Some actions — inviting members, editing profiles, and bulk tools — require leader-level permissions. If you don’t see a button described here, your role may not include that permission. A unit admin can change a member’s role by opening that member from the roster and editing their profile.

Youth officers (the Senior Patrol Leader, Patrol Leaders, and similar positions) have their own set of limits: they can run registrations, attendance, and event logistics, but never see guest or prospect contact details, emergency contacts, or health and special-needs notes (dietary restrictions stay visible for meal planning). See What youth leaders can and cannot see.

My Stuff

My Stuff (/my-stuff) is the personal counterpart to the unit dashboard: the events you have RSVP’d to, documents assigned to you, and your own advancement — scoped to you rather than the unit. Leaders who are also parents tend to live here.

New to MySummitKeep?

If you’re just getting set up, start with the Leader Getting Started guide, then come back here to dig into the workflows above.