Help center / Members and access

Hand over to a new treasurer

The handoff checklist: access, two-factor, the summary PDF, and stepping down.

Open Settings, Data and handoff, then Start the handoff. Only an admin can.

1. Invite your successor as an admin. They sign in with their own email. Nobody shares a login.
2. They turn on two-factor authentication. You cannot step down until another admin has done this, so the group can never be locked out.
3. Download the handoff summary. A short PDF: what is owed, how billing is set up, who has access and where things are.
4. Update the contact details. The reply-to address and the payment instructions often still name the old treasurer.
5. Step down. Choose to stay as a board member, become an ordinary member, or leave the group.

Outside DuesDesk

• Add the new treasurer to the group's bank account.
• If you take online payments, add them to the group's Stripe account under its team settings, then remove yourself. Nothing needs reconnecting.
• Hand over paper records, the checkbook and any keys.

If the old treasurer has already gone

Any other admin can invite the new one. If there is no other admin, write to support from the email address on the group's record and we will explain how ownership can be verified.

Related

• The member portal and inviting people
• Signing in and two-factor authentication

Still stuck? Write to support@duesdesk.app.