Trellis

Group leaders

Give someone sign-in access to a group, see what leaders can do compared with the office, and change or remove a leader.

A group's leaders are the people who sign in and open it. They take roll, write up the night, keep the schedule and check on their people. Office staff and admins add and remove leaders.

Add a leader

  1. Open the group, then Profile.
  2. Under Who can open this group, press Add by email.
  3. Fill in Their name and Their sign-in email.
  4. Add a phone, a preferred email, a birthday or an address under Details (optional) if you have them.
  5. Press Add.

Trellis puts them on the group's roster and sends them an invitation by email. Their card under Who can open this group says "not signed in yet" until they sign in. On All groups, the Leaders not signed in count shows anyone who hasn't opened their invitation yet.

You can also name the first leader when you create the group.

Only Leader and Co-leader open the group. To name someone as the group's coach on its About page, give them the roster role Coach (below); a coach doesn't open the group.

Co-leaders, apprentices and hosts

On the roster, a person can be a Member, Co-leader, Apprentice leader, Host or Coach. Office staff set this from the person's page in the group: press Edit, change Role, then Save. Each role but Member shows as a badge on People, and a co-leader moves up under Leaders, marked Leader.

A co-leader opens the group like a leader once they're signed in to Trellis, and gets the leader's check-on list and Monday email. To be sure someone gets an invitation, add them with Add by email.

What a leader sees

  • Groups you lead in their menu. A leader with one group goes straight into it.
  • Only the groups they lead. They don't see other groups or the office's lists.
  • In their group: This week, About, Schedule, Attendance, People, Prayers, Resources and Profile, plus Visitors when the group's kind follows up on visitors.

The Leader role on Team isn't the same as leading a group. See Who can do what. Someone with the role who doesn't lead a group yet sees "You don't lead a group yet" on Groups you lead, the groups they're in, and who to ask: the name, email and phone an admin sets in Groups Settings under Who to ask about groups.

What leaders can do

What only the office can do

  • Create and remove groups.
  • Add, edit and remove leaders.
  • Choose a group's Kind of group.
  • Add people from the church list, and set roster roles other than member.
  • Admins only: Groups Settings, including kinds of group, when someone shows on a leader's list, and the Monday email.

Who sees what

Office staff see every group, its roster, its notes and its prayer requests. A group's check-ons are different: who checked on whom and how is seen only by that group's leaders and co-leaders. The office sees only the date someone was last checked on. Office staff who don't lead the group see a person's reasons for being on the list, and can press I’ve reached out instead. Check-on has more on this.

Change a leader's details

On Profile, press Edit on the leader's card. You can change their name, phone, preferred email, birthday and address, then press Save. To make a leader a co-leader, press Remove on their card, then open them under People, press Edit and set Role to Co-leader. Someone becomes a leader only through Add by email, or when the group is created. The sign-in email can't be changed here. If it's wrong, remove the leader and add them again with the right email.

Remove a leader

On Profile, press Remove on the leader's card and confirm. They stay on the roster as a member, but they can no longer open the group. To take them off the roster too, open People, pick them, press Edit, then Remove from this group.

When a leader is stepping down for good, Hand over a group walks through the whole change.

Still stuck? Ask Silas

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