Setting Up the User Portal

Some of you may be aware of the logged-in area of ShalomCloud, but may be wondering how you’d go about setting up the user portal. Wonder no more.

In case you’re unfamiliar with the user portal, this is a place where logged-in users can:

  • See and maintain their own household information.
  • Review any Yahrzeits connected to any member of that household.
  • Pull a financial statement for any period of time. The statement shows any outstanding balances, and shows any payments in the designated period of time.
  • Issue payments–pledge payments, contributions, school tuition, for example.

Setting up the portal is a three-step process:

  1. First, create an email template, that will be used to send each new user information on how to log in.
  2. Then, select the audience, and click the orange button.
  3. Last, review the results.

Here is a six-minute video that steps you through the end-to-end process.

Setting up the User Portal from Norman Snyder on Vimeo.

Here are some articles showing what logged-in users can do.

Portal user selection
Selecting users for the portal

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