My Teams (for leaders)

If you lead a small group or a ministry, My teams shows the teams you lead and lets you look after them, without needing access to the whole church directory.

One rule: your role says what kind of things you can do in HolyCRM; leading a team adds that team.

Who sees My teams

My teams appears in the menu (and as a tile on the Dashboard) for anyone who is:

• the leader or co-leader of a small group, or its supervisor;
• the leader or co-leader of a ministry, or set as the ministry’s leader.

Your login must be linked to your member record (an Administrator does that under Users → Link member). Being a leader is set where it always is: in the small group’s people or in Ministry members, by the church office.

What you can do

• See your team’s people with their phone, email and address. For ministries, you also see when each person is available to serve.
• Add someone to your team: type at least two letters of their name and pick them.
• Remove someone from your team. Leaders and co-leaders can only be changed by the church office.
• Report a small-group meeting: date, topic, visitors and offering, then tick who came. This records attendance for everyone in the group.

What leading never opens

Leading a team only adds that team. It doesn’t show you other teams, the full member directory, finance, prayer requests or settings. Coordinators and Administrators keep their usual screens.

On the Users screen, Administrators and Coordinators see “Also leads: …” next to each person, so it’s always clear why someone has access to a team.