Internal Transition Checklist

Have you had a board changeover? Has a staff member left? Got a new bank account? Make sure you review these items after a change!
Written by Communal Support
Updated 1 week ago

Updating Admin Access 

If you've had a change in board members or staff the first thing you will want to do is remove/assign their access to Communal. If there is a shared email address (ex. treasurer@getcommunal.com) you will want to update the name associated with the account. 

Follow these steps to delete an account 

Follow these steps to assign or remove admin access 

Follow these steps to update the name on an account

Change Banking or Billing Information 

Change of deposit bank account

Change of billing method

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