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Documentation Index

Fetch the complete documentation index at: https://docs.cakeday.io/llms.txt

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Team leaders can help admins manage the day-to-day work of keeping the roster up to date. They can invite members, send broadcast DMs, and manage the roster, but they can’t change workspace settings or billing.
Team leaders are available on Growth and Pro plans. The feature is not available on Free or Starter. Upgrade your plan to unlock it.

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What team leaders can do

A team leader has the same operational access as a Cake Day admin for roster management tasks:
  • Invite individual teammates via /cakeday invite @user or the user picker modal
  • Run broadcast invites (if your plan supports broadcast)
  • Add, edit, and remove roster entries from the dashboard
Team leaders cannot:
  • Change workspace settings (celebration channel, post time, timezone, pause/resume)
  • Manage billing or upgrade the plan
  • Add or remove other admins or team leaders
  • Access the Admins page

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How to assign a team leader

  1. Go to cakeday.io/app/team-leaders.
  2. Click Add team leader.
  3. Search for and select the Slack member you want to assign.
  4. Confirm. The member now has team leader access.
You can assign as many team leaders as you need — there is no cap.

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How to remove a team leader

  1. Go to cakeday.io/app/team-leaders.
  2. Find the team leader you want to remove.
  3. Click Remove next to their name and confirm.
Their team leader access is revoked immediately. They keep their standard Cake Day member access (they can still run /cakeday me to manage their own dates).