Transfer treasurer responsibilities

Steps

1. 1

   Open Payments, then Dues settings, then Finance access, and choose Transfer treasurer responsibilities.

2. 2

   A different chapter admin reviews the exact roles that would move on the Handoff page and approves; roles that also carry admin or other permissions need an explicit scope confirmation.

3. 3

   The successor follows the chapter-specific notification to Handoff and accepts with their own login; their finance menu refreshes immediately.

4. 4

   Authorized finance managers then confirm the remaining Stripe dashboard, representative, and bank checklist in Dues settings.

Important notes

• Only the finance roles the outgoing treasurer actively holds at approval move — never other roles or roles added later.
• Greek Central never changes Stripe ownership, identity or bank details. Use the official Express transfer/representative guidance in Finance access and check bank signatories directly with the bank. Mark done only after checking; not-applicable steps currently stay outstanding with an explanation to support.
• If the previous treasurer is unavailable, a chapter role manager opens Settings → Finance access → Previous treasurer unavailable. The platform owner reviews evidence in Platform admin → Support. Any retained chapter-admin access must be removed by a chapter role manager before recovery can finish.