Configure Settings: Edit Settings (Reference)

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Configure Shul Settings

This Help Center article offers a clear and comprehensive guide to all the options available in the Settings>Edit Settings menu. Each section is designed to help tailor settings to meet the unique needs of each synagogue. To jump directly to a specific section, click on any of the section titles listed below:

Setting	Configuration
1. Shul & Location Details	Select 'populate from address' for latitude and longitude populated from the shul address. This affects prayer time for calendars, widgets: calendar lists and zmanim.
2. Security	The security settings include options:  require users to set a password on first login verify browsers for non-admins set login link validity periods configure session timeout durations.
3. Accounts & People	Allow Public to Register for Account: Not recommended Admin Account View Tab Order - Admin account tabs that are located on each account dashboard can be customized, and reordered.
4. Default Title Salutation	If no salutation is set in a profile, this will override the empty salutation and add a default.
5. Member Directory	Controls all configuration options for the member directory. The admin version remains accessible in Admin.
6. Dedications & Honorees	Manage dedications and honorees, including options for visibility, email notifications, and report formatting.
7. Gabbai Options	Manage Gabbai options, including selections: Relationships. charge types. creation permissions. Set invoice preferences.
8. Zman & Religious Options	Nusach/Custom: Sets holiday display (1 or 2 days). Parsha: Choose Israel or U.S./Canada schedule. Candle Lighting: Displays times for Fridays/holidays. Havdalah: Displays times for Saturdays/holidays.
9. Lifecycles	Yahrzeit Settings: English Observance: Option to observe by English date of death. Adar in Leap Year: Choose Adar I (default), Adar II, or both if not specified. Overrides allowed per yahrzeit. 30 Adar I in Non-Leap Year: Default is 30 Shevat; can be changed to 1 Nissan. Overrides allowed. Visibility Settings: Control which account types see lifecycle events.
10. CMS Pages	If utilizing ShulCloud's website template, determine what sidebar type for website. Global | Unique | No sidebar
11. Events	If applicable, show Events in widgets.
12. Audio Libraries	NOTE: Audio Libraries cannot handle files larger than 80mb.  Best Practice: Utilize third party storage for audio & video files. The third-party storage will include a universal player for the audio (and video) that can then be embedded into ShulCloud site.
13. Calendar	Colors: Customize font colors for different event type titles. Holidays: Choose which holidays to display on the calendar & calendar list widgets. Minyan Finder: Show scheduled minyans in ShulCloud Scheduled Rules.
14. Transactions	Transaction Add Emails: Choose whether billing emails are sent by default when adding transactions. Custom Tax-Deductible Amounts: Set to Yes to allow overriding tax-deductible amounts per charge or payment.
15. Payments & Donations	Set Billing Email Defaults: Use this email in place of the site email for all billing-related communications. Set Convenience Fee Charge Type: Assigns online payment fees (e.g., credit card fees) to the selected charge type.
16. Credit Card Display	Set Credit Card Display option for saved credit cards on member's accounts.
17. Deposit Page	Set charge type for deposit fee.
18. Other Financial Options	Set billing email if different from the email for the shul. Select a charge type specifically for the convenience fee.
19. Statement Options	Full Detail shows each payment and adjustment. Summary shows totals only.
20. Tax Mode	If applicable: toggle on CRA Mode (for Canadian shuls) or enable Gift Aid (UK shuls).
21. Tax Statements	Each Line: Shows individual payments or a summary by charge type Show Tax Deductible Components: Displays either just the deductible amount or both deductible and non-deductible columns.
22. Receipts	Modify receipt preferences for transactions and donations.
23. Other Site Options	ShulCloud templates are already mobile responsive. NOTE: Support activation required:  Enable mobile email announcements Force all emails to come from mobile announcements email address (support activation required) Choose tab behavior for admin search Auto-load recipients for new mailings for Legacy Mail.
24. Site Sponsor	Optional links and messages for mobile app sponsors.
25. Social Network Integration	If applicable, set the ShulCloud site to the synagogue’s Facebook page using a Facebook App ID and Secret, which are created through Facebook's developer tools.
26. Hineynu	NO LONGER SUPPORTED
27. Carddav Address Book Settings	Allows admins to customize how contacts are organized. Includes options to filter to specific fields for synchronization.

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1. Shul & Location Details

Setting	Description
Name	How the name is listed throughout the site.
Address	Used to generate coordinates for zmanim, calendar list widgets, and inserted into statements and emails.
Coordinates	Sets the physical location of the shul to ensure zmanim are accurate.
Email	Appears on statements and is the default sender for login links, statements, and mailings.
Tax-ID	Can be included on statements by default.

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2. Security

Settings	Description
Require users to set a password on first login	Requires users to create a password during their first login before accessing the site.
Login Links	Sets an expiration time for login links, after which they become inactive.
Timeout Sessions	Select time in minutes until people are automatically logged out users after a set period of inactivity. Applies to both admin and regular user accounts.

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3. Accounts & People Options

Settings	Description
Require users to set a password on first login	Requires users to create a password during their first login before accessing the site.
Browser Verification	Sends an email verification if the login attempt is from an unrecognized browser.
Login Links	Sets an expiration time limit for login links, after which they become expired.
Timeout Sessions	Logs users out after a set period of inactivity. Applies to both admin and regular user accounts.

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4. Default Title Salutation

NOTE: If no salutation is set in a profile, this will override the empty salutation and add a default.

5. Member Directory

Setting	Description
Show Directory	Turn on the directory for logged in users.
Accounts Listed	The account types that will display in the directory.
Visible To	The account types and tags that can view the directory.
Show Account Type and Join Date	Toggle on/off info and limit it to people with only certain tags.
Allow people to export	If applicable, allows all or only certain account types and tags to export the directory.
Allow pictures	Each family would be able to upload one picture for their account.
Default Directory Views	As the admin, set the default view people see in the public and admin directories.
Primary/Secondary Address Type	Can display one or more addresses on the top of each account.

Directory Defaults

Settings	Description
Never	This item will not show by default, and users cannot change it to be displayed.
Apply now to existing	This will override any changes anyone has made and set that option to Yes, No, or Never.

 

NOTE: For intentional consent, 'Yes' should not be set as the default option when sharing child photos.

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6. Dedications & Honorees

Setting	Description
Field Template to use for Donors in Dedication Report	Select specific Field Templates from My Lists. (Naming convention: Mr. & Mrs.)
Send New Dedications to Emails	Leave blank for no email sent If adding more than one email address use comma "," between addresses.

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7. Gabbai Options

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8. Zman & Religious Options

Setting	Description
Nusach/Custom	Options to select one from dropdown: Unspecified Conservative/Masorti Humanistic/Reconstructionist Orthodox-Ari/Chabad Orthodox-Ashkenaz Orthodox-Sefard Orthodox-Sefardic/Edot Mizrah Reform

NOTE: Please consult Rabbi before making any changes to these settings.

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9. Lifecycles

Settings	Description
Visible For	Which account types will have their lifecycles displayed.
Admins See	Can override the options choose to see all lifecycle types, only those selected above, or only their own.
Account Types selected see	When account types are selected, this will set which lifecycle events they will see.
Everyone else sees	Will set what people who are not an admin or one of those selected account types will see.
Yahrzeit English Observance	Can allow yahrzeits to be observed on the English date of death rather than the default Hebrew date.
Yahrzeit Adar Observance on a Leap Year	If a yahrzeit is set to take place in Adar I or Adar II in a leap year, it will take place that month. However, if it is set as only Adar, the shul must set if it should take place in Adar I (default), Adar II, or both months. This setting can be overridden on a specific yahrzeit.
30 Adar I Observance on a non-leap Year	By default, a yahrzeit falling on 30 Adar I in a non-leap year will be observed on 30 Shevat. Optionally, this can be set to be observed on 1 Nissan. This setting can be overridden on a specific yahrzeit.

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10. CMS Pages

Settings	Description
New Page - Sidebar Type	If utilizing ShulCloud's website template, select a sidebar type for the ShulCloud pages of the website: Global | Unique | No sidebar. NOTE: Not all ShulCloud templates feature sidebars in their homepage design. For which templates have sidebars refer to Choose a Website Template.

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11. Events

Settings	Description
Show Events on Widget	When creating a new event, this option sets whether “show on widgets” is selected by default.
When Admin Registers	Option to disable sending emails to the member when registration is done by an admin.

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12. Audio Libraries

Settings	Description
Best Practice	Use third-party storage for audio (and video) files. Third party storage includes a universal audio player that can then be embedded into the ShulCloud site directly.

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13. Calendar

Settings	Description
Fill Up Page	Adjusts calendar layout to stretch or shrink to fit one page.
Calendar Colors	If using custom calendars, sets how the custom color appears in event names.
Wrap/Trim Event Text	Chooses how long event names are display: Keep On One Line Wrap Text Trim with Elipsis
Holidays Shown	Select which holidays are displayed on the calendar.
Include Minyanim on Minyan Finder	Adds Schedule Rule minyans to the ShulCloud Minyan Finder.

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14. Transactions

Settings	Description
Transaction Add Emails	Choose default behavior for sending emails: check, uncheck, or collapse the communications section.
Days to Show on Site Transactions	Default number of days to display site transactions (e.g., 30; max 365).
Days to Show on Account Transactions	Default number of days to display account transactions (e.g., 1000).

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15. Payments and Donations Page

Setting	Description
Surcharges	Applies only to Shulware Integrated Payments, not third-party processors.
Allow payments from	Open Payment only when unapplied or prepayment type matches change type.
Non Logged In People Can Donate	Allow donations from non-logged-in users.
Allow Donations on the payment screen	Enable donations on the payment screen.
Time of day for Recurring Payments	Set time for recurring payments (e.g., 6:00 PM).
Order to Allocate Split Payments	Choose allocation method: Split proportionally or close oldest items first.
Allow Payment start date, number of months ahead	Set how far in advance payments can start.
Allow Payments to start on certain days	Specify allowed start days (e.g., "1,15").
Default Setting for Optional Fees	Choose to include or exclude optional fees by default.

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16. Credit Card Display

Settings	Description
Allow Plaid	Note: The Plaid setting is hidden by default. The 'Allow Plaid' option appears only after a payment gateway has been added to the site.

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17. Deposit Page

Settings	Description
Only Show Payments Dated After	Filters payments to show only those dated after the specified date (e.g., 1/1/2025).
Deposit Fee Charge Type	Select the charge type for deposit fees.

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18. Other Financial Options

Settings	Description
Fiscal Year Start Date	Enter the fiscal year start date for the organization. (e.g. January 1 or July 1).
Processing Fee Donation Charge Type	Select a charge type specifically for processing fee donation charge type.

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19. General Statement Options

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20. Tax Mode

Settings	Description
Special Tax Mode: CAN - CRA Mode	Canadian shuls enable CAN - CRA Mode.
Special Tax Mode: GBR - Gift Aid $25/month additional	UK shuls enable GBR - Gift Aid.

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21. Tax Statements

Settings	Description
Each Line	Displays either each individual payment or a summary by charge type. Note: If using Charge Type Summary, only “Show Only Tax Deductible” can be selected.
Show Tax Deductible Components	Shows a column for either just the tax-deductible amount or both deductible and non-deductible amounts. Note: If showing both deductible and non-deductible, “Individual Payments” must be selected for Each Line.

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22. Receipts

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23. Template & Other Site Options

Settings	Description
Mobile Announcement Emails	Allows quick email announcements from mobile device by sending to [e-mail]. By default, this feature is blocked. Email [e-mail] to enable this feature.
Google Analytics	Enables traffic tracking through Google Analytics.
Force all mobile announcement emails to come from	Select email address. If applicable.
Admin Menu Quick Search	Controls whether search results open in a new tab or the same window when using the quick find field.
New Mail, Auto Load Recipients	If set to Yes, mailing lists auto-load recipients for Legacy mail. If set to No, starts with an empty list.

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24. Site Sponsor

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25. Social Network Integration

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26. Hineynu - No Longer Supported

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27. Carddav Address Book Settings

Setting	Description
Carddav Address Book	NOTE: By default, Carddav settings are hidden. Select Yes to display Carddav options.
Account Filtering	Filter which account types to include (selectable from a dropdown). Choose whether to include only active accounts or all accounts. Filter by person type (selectable from a dropdown). Specify tags to exclude from the address book (selectable from a dropdown).

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Related Resources

• ShulCloud Syllabus
• Prep for Going Live Checklist
• Announcing Your New Website or Member Portal
• New Hire - ShulCloud Welcome Letter with Training Links