TroopForge Documentation

Explore guided topics and placeholder content that will expand into a full help center for troop leaders and families.

Viewing documentation for: Treasurer

Treasurer focus

Prioritize account setup, controls, and financial verification responsibilities.

  • Validate billing, payment confirmation, and reporting requirements first.
  • Coordinate leader access while keeping treasury-only controls restricted.

Getting Started Overview

Complete orientation guide covering subscription tiers, account creation, organization setup, roster building, role assignments, member invitations, and ongoing management tasks. Essential reading for treasurers and leaders new to TroopForge.

Pertinent roles

Treasurer Leader

Account Onboarding Guide

Detailed walkthrough of the initial account setup process including user registration, subscription selection, payment method setup, organization configuration, sub-troop creation, roster building, and phased member invitation rollout strategy.

Pertinent roles

Treasurer Leader

Organization Structure

Learn how organizations and sub-troops work together to structure your troop. Covers common sub-troop patterns (linked troops, patrols, age groups), member assignments, data security, and switching between multiple organizations.

Pertinent roles

Leader Treasurer

Roles & Permissions Matrix

Comprehensive guide to the four user roles (Scout, Parent, Leader, Treasurer) with detailed permission matrices, special cases for scouts under 13, role assignment guidelines, and how roles affect navigation and interface access.

Pertinent roles

Scout Parent Leader Treasurer

Family Management

Operational guide for household records, primary contacts, role-based family access, balance visibility, and treasurer-only archive/reassign workflows.

Pertinent roles

Parent Leader Treasurer

Member Records & User Invitations

Role-based guide for member records and user invitations, including the Organization Settings invite workflow, permission rules, and pending invitation follow-up.

Pertinent roles

Scout Parent Leader Treasurer

Financial Accounts & Balances

Placeholder summary for tracking balances, reserved funds, and internal transfers.

Pertinent roles

Scout Parent Leader Treasurer

Events, Registration & Payments

Comprehensive events operations guide covering event setup, cost components, registration workflows, payment reconciliation, and multi-stage payments for treasurers, leaders, parents, and scouts.

Pertinent roles

Scout Parent Leader Treasurer

Transaction Categories & Reporting

Detailed guide for transaction request category setup, withdrawal request approvals, and leader/treasurer reporting workflows across Financial Dashboard, Overdue Accounts, and Required Member Forms.

Pertinent roles

Scout Parent Leader Treasurer

Communications & Notifications

Detailed guide to announcements, in-app notification behavior, profile notification preferences, and role-based alert coverage across events, finance, and billing.

Pertinent roles

Scout Parent Leader Treasurer

System Administration Tips

Detailed operations guide for organization settings governance, user access controls, invitation and roster administration, form type maintenance, and treasurer-only billing/features/category workflows.

Pertinent roles

Leader Treasurer

FAQ & Troubleshooting

Operational FAQ and troubleshooting playbook covering access issues, invitation follow-up, family/member constraints, payment and notification problems, and treasurer-only admin edge cases.

Pertinent roles

Scout Parent Leader Treasurer

Support & Feedback

Practical guide to submitting support and feedback from the in-app footer form, including required fields, escalation scenarios by role, and what to expect after submission.

Pertinent roles

Scout Parent Leader Treasurer