Invite staff and leaders

Invite someone to your church's Trellis with the right role, change their roles later, or take them off the team.

The Team page is where you decide who can open your church's Trellis and what they see. Admins and staff can invite people. Only an admin can invite anyone other than a leader, change roles, or remove someone.

Open Team

Admins: open Church settings, then Team.
Staff: open Team in the Church section.

The page is called Who can open your church. It lists everyone On the team with their roles, anyone Invited, not yet signed in, and people Leading a group, not signed in yet.

The roles

A person can hold several roles. An admin who also leads a group sees both sides.

Admin: everything, including roles and billing.
Staff: every group and person.
Finance: giving.
Communications: lists, messages and replies, and who's on each list, not pastoral notes or prayers.
Serving: teams, volunteers, the schedule and worship planning.
Registration and Check-in: event sign-ups and who's coming, and Check-in, with children's care notes. It's offered when Registration or Check-in is on, and called Registration or Check-in when only that one is.
Leader: only the groups they lead.

Someone with no role is a member. Members see their own week, not the office's pages. For the full picture, see Who can do what.

Invite someone

Open Team.
Under Invite someone, type their Email.
Tick their Roles. Staff can only tick Leader.
Press Send the invitation.

Trellis emails them a link to sign in, from your church's email address when it has one, or from Trellis. Replies to that email come to you. They sign in with that email address, and their access is waiting. There's no password to set up first: Trellis emails them a link or code each time, or they can set a password later.

Leaders of a group

The Leader role lets someone in, but they see a group only once they're its leader or co-leader on the group's roster. Make them leader on the group itself; see Group leaders.

Under On the team, someone with the Leader role who doesn't lead a group yet has a Not leading a group yet tag. Pressing it opens All groups, where you pick a group and make them its leader.

Someone who leads a group but hasn't signed in yet shows under Leading a group, not signed in yet. They'll see their group the first time they sign in with the email on their record.

An invitation hasn't been accepted

Each waiting invitation says when it was emailed, or why it couldn't be.

Press Send the email to email it, or Send again once it has been emailed.
Press Revoke to cancel it.
If your church can't send email yet, the row has Send them a note instead. It opens your mail app with the message written.

Home lists invitations that haven't been accepted under For the office, so they don't get forgotten.

Change someone's roles

Admins only.

Open Team.
Press Change on their row.
Tick or untick roles.
Press Save roles.

With two campuses, Change also asks which campuses their roles cover. See More than one campus.

Take someone off the team

Admins only. Press Remove on their row and confirm. They can't open your church's Trellis any more, and the member link won't let them back in. Their person record stays in People, with their history. To bring them back, invite them again from Team.

You can't remove yourself or the church's only admin.

Invite members, not staff

To bring in the people on your list as members, so they can see their own week, use People, then More for people, then Invite to Trellis. There's a member link with a QR code to hand out, and email invitations with no role. See Add your people.

The Staff page is a directory

Staff in the Church section is the church's Meet the team page: names, titles, photos and bios, the way your website shows them. Being on it doesn't give anyone access to Trellis. Only an admin can change it, with Add someone and Sections. Access comes from Team.

Still stuck? Ask Silas