How to hand over your Congressus administration to your successor
We’ve created a checklist with helpful questions to guide you and your successor through a smooth and secure handover.
Starting at the beginning:
1. A new user account (secure)
Preferably, create a new user account for your successor/new administrator. Do not share the login details of your own account with someone else (unless there is no other option, more on that below).
Our advice:
Create a separate account for each user/administrator. At a later stage, you can revoke the permissions of the old account or delete the account entirely.
By creating a separate user account for every new user, your association remains in control of who can do what in the Congressus Manager.
This also prevents former administrators from continuing to log in and make changes.
!! Important: Make sure the new account has the correct user permissions.
Read more about Users and User Groups here:
Users and User Groups
What if the above isn't possible because, for example, your association uses general email addresses such as secretaris@mijnvereniging.nl?
No problem. In that case, we recommend resetting the password so that your new team member is the only person who can log in to the existing account.
Create a #checklist for your handover
Our software is designed for associations of all types and sizes. However, not every association uses all the features we offer. Likewise, not every user has the same tasks, roles or permissions within an association.
At Congressus, we don't know exactly which tasks you do (or don't do) for your association. That's why it's important for your successor to know which tasks you use Congressus for and how you perform them.
To help you get started, we've put together a list of useful questions for a smooth handover:
[ ] Does your successor have their own account with the correct permissions?
[ ] How are (new) members created or updated, including the different membership statuses?
[ ] How do you send a message to your members or a specific group (email or SMS)?
[ ] How do you create a group?
[ ] How does your association's invoicing workflow work (e.g. first and second payment reminders)?
[ ] How do you send members an invoice and/or credit invoice?
[ ] How do you process incoming payments (direct debit and/or iDEAL | WERO)?
[ ] How do you create an event, and how do ticket types and limits work?
[ ] How do you make changes to your association's website (pages, elements, images, etc.)?
[ ] How do you contact Support if you have any questions (chat)?
Questions? Chat with us or email us at support@congressus.nl.