Foundation Training Essentials

Essential Foundation Training

To ensure a positive experience for new ShulCloud users and those in the onboarding process, it's important that at least one key staff member on your team is proficient with these essential ShulCloud functions. Mastering these foundational skills will help manage accounts, process financial transactions, and access support as needed.

Can at least one key person on staff do the following?

✔ Using the Help Center: Navigate ShulCloud's Help Center, use chat support (not available for Small Shuls) and open support tickets.

✔ Accounts: Add new accounts, send emails, run Yahrzeits, and perform searches.

✔ Financials: Enter charges and payments, create deposits, run reports, and generate statements.

Developing these foundational skills will help maximize ShulCloud’s capabilities and streamline operations.

Note: These are the foundational trainings ShulCloud suggested for new staff, or those in onboarding to complete before going live.

Database Category	Essential ShulCloud Foundation Trainings
1. The Help Center	Find the ShulCloud Help Center Navigate Support Open a Support Ticket
2. Accounts Overview	Add a New Account Account Reporting Add an Email Sender Address Multi Factor Authentication: Login Links Send Mail: Paper or Email Creating a Yahrzeit Record
3. Financials Overview	Add a Transaction (How to add charges & payment) Add New Charge Types Create a Deposit (How to) Create Statements: Account Level (How To) Create Statements: Database Level (How To) Transaction Reports (Account Level) Transaction Reports (Database Level)