Staff Transitions
Life happens - people on your staff team change seats, adjust responsibilities, and come and go. In fact, we created an entire Responsibilities Transfer report to help with these transitions!
Note: Remember to keep us in the loop! Please notify Support when:
- A staff member who receives notifications leaves your team,
- An existing SPoC leaves your team, or
- A new SPoC joins (or is identified on) your team.
Termination, Position Change, or Temporary Leave
When your church's staff changes, review these areas to make sure MinistryPlatform access is up to date.
Remember: Your community (outside of your staff) can access the Portal if they have a login and password. We recommend you remove Security Roles and not delete the User. This way they can still access the Portal for personal purposes like to retrieve their giving statement or register for an event.
Basic Users
- Remove or update Security Roles.
- Review and reassign Tasks.
Super Users
- Remove or update Security Roles.
- Review and reassign Tasks.
Admin & SPoC Users
- Remove or update Security Roles.
- Review and reassign Tasks.