Staff Transitions

Life happens... people on your staff team change seats... add or remove hats.... have babies... and come and go. Here are some reminders and tips for making staff transitions smooth when it comes to MinistryPlatform.

Remember to keep MP in the loop! Please notify Support when a staff member 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 so we can keep our records updated and the right people connected with MP resources and communications.

Termination

Basic Users
Super Users
Admin & SPoC Users

Position Change 

You can print this page and use these placeholders below to take your own notes specific to your culture and dynamic about what needs to change.

Basic Users

 

Super Users

 

Admin & SPoC Users

 

Temporary Leave

You can print this page and use these placeholders below to take your own notes specific to your culture and dynamic about what needs to change.

Basic Users

 

Super Users

 

Admin & SPoC Users

 

Remember: Portal access is something open to your community (outside your staff) and requires a login and password. Thus, we recommend removing Security Roles and not deleting the User. This way they can still access the Portal for personal purposes like getting their giving statement or registering for an Event.

Last Modified: 4/16/2018

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