Getting Started with ShulNET

This guide will help you get started with ShulNET 2.0, covering login, navigation, and basic tasks.

Logging In

1. Navigate to ShulNET

   Open your web browser and go to your organization's ShulNET URL (provided by your administrator).

2. Enter Your Credentials

   Enter your email address and password. If this is your first time logging in, use the temporary password provided by your administrator.

3. Two-Factor Authentication (if enabled)

   If your organization has enabled two-factor authentication, you'll need to enter the code from your authenticator app.

4. Access the Dashboard

   Once logged in, you'll be taken to your dashboard where you can access all features.

Understanding the Dashboard

The dashboard is your central hub for accessing all ShulNET features. What you see depends on your user role:

Admin Dashboard

Administrators see comprehensive statistics and quick action buttons:

• Member Statistics: Charts showing member growth and trends
• Upcoming Yahrzeits: Current Hebrew month observances
• Upcoming Events: Next scheduled synagogue events
• Invoice Aging: Outstanding invoices by age bracket
• Quick Actions: Buttons to start member or student onboarding workflows

Member Portal Dashboard

Regular members see a simplified dashboard with:

• Personal information summary
• Outstanding invoices
• Upcoming events they can RSVP to
• Their yahrzeit records
• Family members (if applicable)

Navigation

Main Menu

The left sidebar contains the main navigation menu. Available options depend on your role:

Search Functionality

Most list views include a search bar at the top. You can search by:

• Name (first or last)
• Email address
• City or state
• Other relevant fields depending on the context

Common Tasks

Viewing Records

1. Navigate to the appropriate section (Members, Students, Events, etc.)
2. Use the search or filters to find specific records
3. Click on a row to view full details

Adding New Records

1. Navigate to the section where you want to add a record
2. Click the "Add New" or "Create" button (usually in the top right)
3. Fill out the required fields (marked with asterisks *)
4. Click "Save" or "Create"

Editing Records

1. Find and open the record you want to edit
2. Click the "Edit" button
3. Make your changes
4. Click "Update" or "Save Changes"

Deleting Records

1. Find and open the record you want to delete
2. Click the "Delete" button
3. Confirm the deletion in the popup dialog

Filters and Sorting

Most list views support filtering and sorting:

Filtering

• Look for filter dropdowns or checkboxes above the list
• Select your desired filters
• The list updates automatically
• Clear filters by clicking "Clear" or "Reset"

Sorting

• Click on column headers to sort
• Click again to reverse the sort order
• An arrow icon indicates the current sort column and direction

Exporting Data

Many sections allow you to export data to Excel:

1. Navigate to the list you want to export
2. Apply any filters if needed
3. Click the "Export" button
4. Choose your format (usually Excel/CSV)
5. The file will download to your computer

Getting Help

If you need assistance:

• Documentation: Browse this documentation for detailed guides
• Tooltips: Hover over elements with question mark icons for help
• Administrator: Contact your system administrator for technical support

Best Practices

Next Steps

Now that you understand the basics, explore specific features:

• Learn about managing members
• Onboard new members
• Create and manage events
• Generate and track invoices