Mitzvah Tools - Program Manager Dashboard (Reference) – Shulware

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To access your ShulSchool account, follow the steps below:

Login to your ShulCloud account as an Admin.
(anyone you want to have access to ShulSchool needs to have at least one admin permission)
Select the "?" in the menu bar.
Click on ShulSchool.

Once a synagogue has signed up for Mitzvah Tools, follow the steps below to set up the tool for use.

When signing up, an email for Account Confirmation is sent that includes a login link and the username.

Navigate to app.mitzvahtools.com and enter the Username and Password.
Navigate to Program Settings to view and edit the account settings for a synagogue's program.
Add Synagogue Staff such as tutors and educators.
Populate Students either by
- Manually entering students and parents.
- Using the ShulCloud API.
- Uploading a template of B'nai Mitzvah data by contacting support.
Assign a team of staff members to a student by editing a student's profile, scrolling to Student's Team, selecting from the dropdown, and selecting Update Team.

Areas available to the Program Manager via the dashboard.

MT Program Manager Dashboard.png

Items	Description
1. Profile Settings	Add a photo and add or update user information.
2. Program Settings	View and Edit the Mitzvah Tools account settings for a Synagogue's program. Settings that can be modified: Account Billing B'nai Mitzvah Location Setting Custom Aliyahs General Settings Manage Users Service Details Settings Student Progress Report
3. Synagogue Staff	Manage, edit, or add synagogue staff to the Mitzvah Tools database.
4. Students	Manage, edit, or import students to the Mitzvah Tools database. Program managers can see all students. Other staff can only see the students assigned to them. Select a student by: 1. Selecting from the dropdown 2. Clicking on their photo/name 3. Create/Edit Student Account
5. Appointments	First connect Calendly in Program Settings, then view the appointments for all staff and students.
6. Tasks	View and edit tasks and due dates assigned to students. Visit the synagogue task library to add, edit, or delete tasks for students.
7. Team Messages	View the messages sent between staff and students/parents. Select a message to see full conversation details.
8. Staff Notes	Provide internal updates between staff members regarding a student's progress. Select a message to see full conversation details.
9. Resources	View, edit, upload, and download documents and multimedia from the resource library.

To edit an existing staff member, navigate to Staff and select Edit Profile from the Action Column. To create a New Staff Account:

Navigate to Staff and select Create New Staff Account.
Provide the required fields, indicated by an *, and complete voluntary fields as the information is available.
Select Save & Send Invite Email. The invite email sends an account confirmation email to the staff member with a username and a link to login and create a password.

MT New Staff Account.png

Item	Description
1. Profile Image	Add a user photo.
2. Required Fields	Required fields include: Role (select from dropdown) System Access Permissions (select from dropdown) First Name Last Name Username (auto-generated from first and last name) Email
3. Voluntary Fields	Voluntary fields include: Hebrew Name Home Phone Mobile Number Skype Name County State/Province City Facetime Name Address 1/2 Zip/Postal Calendly Admin (select from dropdown)
4. Save & Send Invite Email	Save the staff person and send an invitation email to Mitzvah Tools. The invite email sends an account confirmation email to the staff member with the username and a link to login and create a password.