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Mobile Payments App – Add Team Members (How To)

Main administrators can assign team members to events, allowing them to access the Mobile Payments App and process payments directly from their devices. No special permissions are required — team members simply need to log in to the app with their ShulCloud credentials.

 

Before You Begin

The Mobile Payments App must be installed on the team member’s device (Mobile Payments App Download (How to), and they need to have an active ShulCloud login to access it.

Add Team Members

  1. Tap the Administration option located at the bottom right of the dashboard
  2. Select the event to add Team Members to by tapping the Edit Settings button
  3. Tap Event Team 
  4. Add Team Members by tapping on the plus sign located on the top right corner 
  5. All ShulCloud account will appear but names are searchable in the Search People box as well 
  6. Check the names of Team Members and tap select 

Next Steps

The Team Members now are capable to take payment on the events. By marking them Administrator of the Event they will be able to make changes to the Event as needed. 

 

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