Hand over a group

When to use this

A group's leader is stepping down, moving away or taking a break, and someone else is taking the group on. Do this once, on the day the new leader starts.

Before you start

• You need to be office staff or an admin. Leaders can't add or remove leaders.
• Have the new leader's name and the email they'll sign in with.
• Decide whether the old leader stays in the group as a member or leaves it.

Steps

Add the new leader

1. Open Groups and pick the group.
2. Open Profile.
3. Under Who can open this group, press Add by email.
4. Fill in Their name and Their sign-in email.
5. Press Add.

Trellis sends them an invitation. Their card says "not signed in yet" until they sign in.

Update the name people read

1. On the same Profile, change Leaders, as shown to the new leader's name.
2. Press Save.

Take away the old leader's access

1. On Profile, find the old leader's card under Who can open this group.
2. Press Remove and confirm.

They stay on the roster as a member and can no longer open the group. If they're leaving the group too:

1. Open People and pick them.
2. Press Edit, then Remove from this group, and confirm. Their notes in this group go with them.

Leading other groups isn't affected. Their seats there stay as they are.

Check the new leader is in

1. Ask the new leader to sign in and open the group from Groups you lead.
2. On Profile, their card should now say "signed in".

What carries over

What's kept in a group belongs to the group, not its leader, so the new leader picks up where the old one left off:

• the roster, with each person's notes and prayer requests,
• attendance and past write-ups,
• the schedule, with its notes and resources,
• the group's visitors and their follow-ups,
• past check-ons, and any season of checking on someone more often.

The new leader also starts getting the Monday check-on email once they've signed in. As soon as the old leader is removed, they can no longer open the group or see its check-ons. If they stay in it, they see only its About page, as members do.

If something goes wrong

• The new leader can't see the group. Check the email on their card is the one they sign in with. If it's wrong, remove them and add them again with the right email. See Someone can't sign in.
• The invitation didn't arrive. Ask them to check their spam folder, then see Someone can't sign in.
• Trellis won't add the new leader. A leader counts toward the free allowance of people in groups. An admin can turn on More group members under Church settings, then Parts and billing.
• The old leader is still on the roster. Remove only takes away their access. Use Remove from this group on their page to take them off.
• Their name still shows as leader. Update Leaders, as shown on Profile.

Who to ask

• Office staff and admins add and remove leaders.
• The group's leaders can check the roster and schedule once they're in.
• For anything else, write to Trellis support at support@trellischurch.app.

Still stuck? Ask Silas