How to Change the Coach and Director of a Group
Pushpay ChMS (CCB) offers administrators the ability to manage the leadership roles within groups. This article will guide you through the process of adding or removing the Coach and Director of a Group in Pushpay ChMS.
Prerequisites:
- Access to Pushpay ChMS as an admin.
To add a Coach or Director:
- Navigate to Groups in the left navigation menu.
- Search for and select the desired Group.
- Access the Group Actions menu.
- Choose Edit Group Participants.
- On the Edit Group Participants page, click on the Change the Coach... or Change the Director... link. (The link name will reflect the custom name of the Coach and Director in the Department.)
- Type in and select the person's name to assign them the role.
To remove a Coach or Director:
- Navigate to Groups in the left navigation menu.
- Search for and select the desired Group.
- Access the Group Actions menu.
- Choose Edit Group Participants.
- On the Edit Group Participants page, click on the Remove the Coach or Remove the Director link. (Again, the link name will reflect the custom name of the Coach and Director in the Department.)
By following these steps, you can effectively manage the leadership roles within your groups. If you encounter any issues or have further questions, please reach out to the Pushpay support team.