Hand off to the next PTA president

When the board turns over, the account stays and the people change. The Board handoff page walks you through it.

Before you start

• The checklist page is on Community and up.
• Invite the incoming chair on Team as an Admin. They must sign in once so they are active.

Steps

1. Go to Settings and click Board handoff.
2. Export everything. Download your People and Money files so the outgoing board has its records. The page shows when anything was last exported.
3. Transfer ownership. Pick the New owner and click Make owner. You become an admin. Only the owner can do this step.
4. Update the payout contact. Open Billing and click Update payout details to change the bank in Stripe.
5. Change the reply address. In Settings, change Reply to email to the new chair or a shared address.
6. Deactivate outgoing members. On Team, click Deactivate for each person leaving.

Good to know

• Transferring ownership and deactivating work on every plan, Free too. On Team, the owner opens Make owner on an admin's card.
• You cannot undo an ownership transfer yourself. The new owner would have to transfer it back.
• Deactivated people cannot sign in, and they free up a seat.