Contact Right · 2IC Guide

Your role as
Second-in-Command

You've been added as a 2IC for a squad in the Forge app. This guide walks through what you can do in the Squad Leader Portal, how a session runs, and how to keep the squad moving when the Squad Leader can't be there.

Your Role Signing In Today Tab Men Tab Running a Session Notes & Follow-up Squad Chat What You Can't Do
Getting Started

What a 2IC does

2IC stands for Second-in-Command. The Squad Leader is responsible for the squad overall — he leads, he invites, he is accountable to his church's Group Admin. You are there to back him up: run sessions when he can't, keep tabs on attendance, follow up on men who are going quiet, and keep the conversation going in between meetings.

Your access is scoped to the specific squad you've been added to. If the church runs Alpha, Bravo, and Gamma squads, each has its own 2IC — you only see the squad you belong to.

Your three jobs

Keep the session running smoothly. Mark who showed up. Follow up on the men who need a word.

2IC vs. Squad Leader

Both can do
Invite men, schedule sessions, take attendance, log notes, send messages in squad chat, and view the full roster.
Squad Leader only
Rename or delete the squad, add or remove a 2IC, and view the Squad Admin tab.
Your scope
One squad. You cannot switch to a different squad or see other squads in the portal.
Not certified?

You don't need to complete Squad Leader Certification to be a 2IC. Your access is granted by the Squad Leader from the Admin tab of the portal.

Access

Signing in

The Squad Leader Portal is at contactright.co/squad. Sign in with the same email and password you use for the Forge app — there's no separate account. If you haven't downloaded the Forge app yet, create an account there first and then come back to the portal.

1
Go to contactright.co/squad Open in a browser on your phone or computer.
2
Sign in with your Forge app account Same email and password you use in the app.
3
Your squad loads automatically You'll land on the TODAY tab showing your squad's upcoming session and recent activity.
First time in?

If you sign in and see "You don't have access to any squads", your Squad Leader hasn't added you yet as a 2IC. Ask them to go to Admin → Squad Team in the portal and add your email address.

The four tabs

TOD
Today Session countdown, attendance for today's meeting, and a quick view of who's active.
MEN
Men The full roster — invite new men, see each man's session history, and mark attendance manually.
CHT
Chat Your squad's private group chat. Messages, images, and reactions between sessions.
ADM
Admin Schedule sessions, manage join links, and view QR codes. Rename/delete and team management are Squad Leader only.
TODAY Tab

What you see when you sign in

The TODAY tab is your at-a-glance dashboard. At the top is the next scheduled session — the date, time, and how long until it starts. Below that is a snapshot of who's been active this week and how many men have sessions completed this month.

If there's no session scheduled yet, this tab will prompt you (or the Squad Leader) to schedule one from the Admin tab. Sessions need to be on the calendar before you can take attendance.

Attendance panel

When a session is on for today, a quick-attendance panel appears directly in the TODAY tab. Tap each man's name to toggle them present. You can also add a man who showed up unannounced — look for the quick-add option in the panel.

Recent activity

Below attendance you'll see the last few session summaries — date, who attended, and any notes that were added. This gives you a fast read on where the squad is at without digging into each man's record.

Session stats

Active Men
Men who have attended at least one session in the last 28 days.
Sessions This Week
Sessions that have been logged (not just scheduled) in the current calendar week.
Sessions This Month
Total logged sessions for the current month.
Total Men
Everyone on the roster — active or not.
MEN Tab

Your roster

The MEN tab shows every man in the squad. Each row shows his name, when he last attended, how many sessions he's been to, and his current status (Active / Invited / Lapsed).

Inviting a man

To add a new man, tap Invite a Man at the top of the MEN tab. Enter his first name, last name, and email address. He'll receive an email with a link to download the Forge app and join the squad. He shows as Invited until he accepts.

Tip

Only invite men with a real email address — the invitation is sent by email. If a man prefers to join by scanning a QR code instead, share the squad's join link from the Admin tab.

Viewing a man's history

Tap any man's row to see his full session history — every session he's attended, notes from those sessions, and a streak indicator. This is the fastest way to identify who needs a follow-up.

Status meanings

Active
He has a Forge app account and is a confirmed member of the squad.
Invited
An invitation has been sent but he hasn't accepted yet. Follow up in person.
Lapsed
He hasn't attended a session in over 28 days. Worth a direct conversation.
Lapsed men

Don't wait for a man to reach out — if you see Lapsed next to his name, that's your cue. A short message in squad chat or a phone call before next session is often all it takes.

Session night

Running the session

Every Forge session follows the same structure. Whether you're covering for the Squad Leader or running the session together, here's the run-sheet from start to finish.

5min
Arrive & Set Up Chairs in a circle. No screens front-and-centre. Grab the portal on your phone so you can take attendance during arrivals.
5min
Warm-Up Round One question, everyone answers — something light. Gets every man talking before the serious stuff starts.
5min
Rules of the Room Read the four ground rules aloud. Keep it brief — but say them every time. New men need to hear them; regulars need the reminder.
30min
Forge Deck Work through the current card set. The leader reads the prompt; men respond. Hold space — silence is fine. Don't rush.
10min
Follow-Up from Last Session Did anyone share something last time that needs checking in on? A decision, a hard situation, a commitment? Come back to it.
5min
Close & Log Mark attendance in the portal before you leave. Add a short note if anything significant came up that might need follow-up next time.
Covering for the Squad Leader

If the Squad Leader can't make it, you run it exactly the same way. Don't skip the Rules of the Room or the warm-up — the structure is the point. Let the men know he'll be back next time.

Taking attendance in the portal

Open the portal on your phone during arrivals or immediately after the session. In the TODAY tab, you'll see an attendance panel for the current session. Tap each man who showed up. Men not on the list can be added by tapping Add to session. Hit Save Attendance when done — this locks the session log.

After the session

Notes & follow-up

After attendance is saved, you can add a session note. Keep it short — a sentence or two about anything that came up that the Squad Leader (or you, next time) should remember. It's not a transcript; it's a flag.

Notes are visible to the Squad Leader. They're not shared with men in the squad.

Who to follow up with

After each session, scan the roster for:

ABS
Absent men A man who didn't show and didn't message ahead. Worth a quick check-in — not a guilt trip, just "missed you tonight."
2ND
Two misses in a row This is when lapse starts. A phone call — not a text — is the right move at this point.
SHD
Something was shared A man shared something heavy — a struggle, a decision, a loss. Note it and follow up before next session, even briefly.

Adding a session note

1
Save attendance first Notes attach to a completed session. Attendance must be saved before the note option appears.
2
Tap the session row In the TODAY tab or the MEN tab, tap the session to open it.
3
Type and save A short note — what came up, who to check on, anything the Squad Leader should know. Tap Save.
Keep notes brief

One or two sentences. You're writing for your future self and the Squad Leader — not filing a report. "John mentioned his dad is ill — worth checking in." That's enough.

CHAT Tab

Squad chat

The CHAT tab is a private group chat for your squad. It's separate from the Forge app's general chat — only men in your squad can see it. Use it to stay connected between sessions: share a word of encouragement, send a reminder about next week, or continue a conversation that started in the room.

What you can do

MSG
Send messages Text messages to the whole squad. Shift+Enter for a new line, Enter to send.
IMG
Share images Tap the image icon to attach a photo. Useful for sharing something from a session or a resource.
RXN
React to messages Tap the emoji icon on any message to add a reaction.
Use it well

Chat works best for brief, purposeful messages — a reminder, a check-in, a word of encouragement. Long threads or daily pings can make men feel pressure. Keep it light.

Push notifications

Men who allow notifications on their phone will receive a push notification when a new message arrives. If you send something important, you can follow up in person if someone doesn't respond.

Notifications

If you're not getting push notifications for chat messages, open the Forge app on your phone and allow notifications when prompted. Notifications are tied to your Forge app account, not the portal browser.

Scope of access

What you can't do

As a 2IC your access is deliberately narrower than the Squad Leader's. This keeps accountability clear — the Squad Leader is responsible for the squad and needs to be the one making structural decisions.

✕
Rename or delete the squad
The Rename and Delete Squad buttons are only visible to the Squad Leader in the Admin tab.
✕
Add or remove a 2IC
The Squad Team section is only visible to the Squad Leader. If you need another 2IC added, ask the Squad Leader.
✕
Switch to a different squad
Your access is scoped to the squad you were added to. You won't see other squads in the portal.
✕
Remove men from the squad
You can invite men in, but removing someone is a conversation that should involve the Squad Leader.
✕
Access the Group Admin portal
The Group Admin portal (contactright.co/portal) is for certified leaders and church admins only.
Questions about access?

If there's something you need to do that's not available to you, talk to your Squad Leader — they can either do it themselves or check with the Group Admin to see if your access should be updated.