Workflow · 3 steps
An office carries a role: the committee handover
Access follows the office, not the person. When a term ends the access ends with it, and the next Treasurer has the books from the day the new committee begins.
Step by step
Step 1: Add an office bearer
Parish officeon Committee
The office adds a member to an office, such as Treasurer. “Access this office carries” is filled in from the position, and can be changed or set to none.
What the others see: If the member already signs in, they gain the role at once. If not, an invitation is sent, carrying the office.
Step 2: The new office bearer signs in
Treasureron Accept the invitation
They accept the invitation, and find the menu their office carries: for a Treasurer, Finance.
What the others see: The committee page shows each office’s access, and “No sign-in yet” for anybody still to accept.
Step 3: Hand over to the next committee
Vicaron Committee
At the end of the term the committee is handed over in one step. The dialog shows who loses access and who gains it. Diocese-appointed offices can be carried forward.
What the others see: The old committee’s office-carried access ends; standing roles such as the Auditor’s are untouched. If any part fails, nothing changes.
How it ends
Exactly one current committee, every office bearer holding the access of their office and no more, and the old committee kept in the parish’s history.
Related workflows
Bring your parish to Parish Bells
Plans are being finalised, and parishes joining now come in as early partners. Write to the Parish Bells team for early access.
