So your entire team has been working tirelessly to get both your website and your CRM ready to go live, but you still need more time to onboard the CRM. In the meantime, you don't want any members logging in to ShulCloud.
No problem! Your ShulCloud onboarding specialist can disable login permission for everyone (except staff) while you get to the CRM finish line.
A few important things to note:
- In order to log in, everyone currently working on your website and CRM must have the Account Type: Staff. This includes any volunteers and contractors - you can restore their account types when you're ready.
- Once you are ready to invite folks to log in, be sure to ask your onboarding specialist to restore the login permission for everyone.
- If you still have a member portal from a third party, you can add a link to it on your website while you prepare the transition to ShulCloud's member features.