This template is intended for use by synagogues who have hired new staff to direct them to ShulCloud training that will help them learn ShulCloud for their positions.
Dear _______________,
Dear _______________,
We are so happy you have joined the [SYNAGOGUE NAME] Team! Our data is managed via a database called ShulCloud. Below you will find your login and password to access the site where the first import of our data is. Please navigate to: [SHULCLOUD URL] to login.
Username:
Password:
If you would like to change your password, once you have logged in for the first time, click your name in the top right corner, and select My Personal Account.
This brings you to what is called the "Member Portal". Then find the Change My Password tile and follow the password requirements to change your password.
Below is a training schedule with links to resources to help you learn your role here. It is broken down based on day-to-day tasks. If you aren't finding resources that pertain to all of your job responsibilities, visit the ShulCloud Help Center or ShulSchool for videos and use the search bar for best results on specific topics.
Below is a training schedule with links to resources to help you learn your role here. It is broken down based on day-to-day tasks. If you aren't finding resources that pertain to all of your job responsibilities, visit the ShulCloud Help Center or ShulSchool for videos and use the search bar for best results on specific topics.
[Include training linked below based on the role of the new hire]
Accounts
- Adding Accounts
- Adding an Individual
- Manually Setting a Password
- Tags
- Custom Account Reports
- Custom People Reports
Finance Essentials
- Add Transaction (How to and Reference)
- Refund Online Payments (How-To)
- Creating Deposits (How To)
- Transaction Log: Account Level (Reference)
Advanced Financials
- Create a Statement: Account Level (How To)
- Create a Statement: Database Level (How To)
- Batch Billing (Feature and How To)
- Transaction Reports: Database Level (Reference)
Communications
Events
Please let me know if you have questions about your role. We are happy you're part of the team and are excited for you to get up to speed.
Sincerely,
[Executive Director]