Adding a New Administrator
If you'd like to add a new administrator to the site, go to Admin Menu -> Accounts, and create a new account.
You'll be able to assign the admin permissions with this option:
See below for a description of each permission.
Once the new account is created, you can send a login link by clicking on the envelope icon:
Giving Admin Permissions to an Existing Person
To give a user in your database any of the admin permissions listed below, go to their account, click on the "people" tab, and then click "edit" to the right of their name.
You can then click on the "permissions" tab, and view, add or edit any of the admin permissions.
Permission Descriptions
Settings: Allows an admin to access and edit the site settings.
My Lists: Gives access to the My Lists section of the system. Will need other permissions to access the actual lists (Billing Types and Charge Types require Transactions, Account Types require Accounts, People, etc).
Accounts, People: Allows an admin to create new accounts, edit existing accounts, add people to the system and modify their information.
Accounts, People, - Read Only: Provides access to viewing account and people information but does not give the ability to change the information.
Audio Libraries: Upload and manage Audio files.
Audit Logs: View the Audit Logs in either the Admin Menu (to review site-wide changes) or within each account (to search for anything on any one specific account).
Campaigns: View existing campaigns or sign up for a new campaign (additional cost required).
CMS Pages, Files, Navigation: Allows the person to create new pages, edit pages, add content, customize the navigation, create sliders and upload files and images to the system.
CRM: Gives access to the CRM section of the site. Additional security can be added with CRM Categories.
Dedications: Allows the admin to view existing dedications, and to add donations to Dedication charge types.
Events, Schedule Rules: Ability to create/edit events and add them to the calendar. Schedule rules provides access to create custom rules based on zman times or fixed times.
Enrollments: Allows the user to create enrollments in the system. Should be accompanied with Forms admin permission as well.
Forms: Enables the user to create/edit forms in the system, view and edit Submissions as well.
Gabbai: Provides access to the Gabbai screen in the system for entering and reporting kibbudim.
Galleries: Allows the user to be in control of adding/editing photo galleries in the system.
Fundraising Goals: Give the user access to the goals that are set up on the site
Lifecycles: Grants access to running reports on the lifecycle screen from the admin menu.
Mail: Gives the user the access to creating Emails - Paper Mails or Labels in the system. If statements need to be created, other permissions are needed as well.
Membership Directory: Grants access to the admin side of the membership directory. This one can be accessed from the admin menu.
Online Payments: Provides access to the online payments section to view all incoming payments.
Seat Management: Gives the ability to add/edit seats or plots in the system and then assign them to specific people.
Transactions, Reports, Online Payments, Batch Billing: This permissions grants access to all billing needs in the system. This includes all billing information in My lists, access to the transaction add screen, ability to add/adjust payments or charges to accounts in the system.
Transactions, Reports, Online Payments - Read Only: Allows the user to view all billing information but does not give the ability to make any changes.
TV: Provides access to the TV part of the system. This allows the user to create/edit custom slides on the TV.
Yahrzeits: Grants the user control of adding/editing Yahrzeits in the system. It will grant them with Cemeteries (Cemetery) and Memorial Boards permission as well.
Special: Administrator School Permissions: Grants access to Setting up School Roles for the School module.
Special: Permissions: Allows the user to give out permissions and to change passwords.
Special: Delete Transactions: Allow the user to delete transactions
Special: Change Password, Login as other Member: Allows the user to change other people's passwords and the ability to log in as another member in the system.
Special: Administer ShulCloud Billing: This permissions gives access to your ShulCloud Billing information. This allows us (ShulCloud) to specify who will get the ShulCloud Billing.
Special: Administer ShulCloud Support Tickets: Grants permission for the user to submit new suport tickets and view any tickets that may be open.
Special: Swipe Credit Card on Admin App: If you using the premium version of the Admin App, this admin can swipe a user's card to make a payment on their account.
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