Let us help you guide your staff/volunteers in their ShulCloud Training and their admin permissions required and their descriptions.
Required & Recommended Trainings
Admin Training Videos - Entry Level - Required by all staff/volunteers who use
ShulCloud database - NO Mail permission
• Intro to ShulCloud
• Account Types
• Creating New Accounts
• Navigating the Accounts Page
• Navigating People
Admin Permissions must include at least: Accounts, People Read Only
Admin Training Videos – Mid Level - Required training for those with Mail permission,
Reports, Website Editing
• Intro to ShulCloud
• Account Types
• Creating New Accounts
• Navigating the Accounts Page
• Navigating People
• Intro to Mail
• MailBuilder (If needed – for email template creation. Intro to Mail prerequisite)
• Reports
• Website/CMS
• Main Navigation
Read Only Admin Permissions- must include: Accounts Read Only, Transactions, Reports, Online
Payments - Read Only, Mail, CMS Pages, Files, Navigation, Yahrzeits
Admin – Mid Level with Events & Forms Permissions - Must take entry level classes as
prerequisite. Mid level classes as needed
• Intro to Calendar
• Custom Calendars
• Creating Events
• Schedule Rules
• Rules vs. Events
• Holiday Rules
• Rule Override
• Forms
• Yahrzeits
Additional permissions must include:
Events, Schedule Rule, Forms, Mail, Transactions, Reports, Online Payments - Read Only, Lifecycles, Yahrzeits
Bookkeeper/Account Level Training - Required Training for all bookkeepers/those
who work with financials, deposits, process payments
• Financials I - Transactions
• Financials II - Deposits
• Financials III - Payment Processing with SIP
• Financials IV- Batch Billing
• Online Payments Made Easy
• Batch Billing
• Tax Letters
Admin Bookkeeper Permissions Needed Must Include: Accounts, People, Online Payments, Transactions, Reports, Online Payments, Batch Billing, Special: Delete Transactions, My Lists, Settings
Admin – Senior Level- Additional Training: Highest Access
• Administering Admin Permissions
• Settings
• Statement Templates, Template Text, Word Templates via Admin Menu>My Lists (Separate videos!)
• Reports Overview
• My Lists
• Financial Reports
Admin Permissions: Full Permissions Needed
Full List of Available 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.
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.
Subscribe to the ShulCloud Weekly Update Email: Receive the weekly email with new releases,
upcoming conferences, and other updates