Unified Portal
User Training Manual

This manual is the simple day-to-day guide for using the unified portal.

It is written for:

• members
• admins
• super admins
• church staff helping with onboarding

The goal is to explain how the system works in real use, from member registration to giving, attendance, and admin operations.

The unified portal is the church's connected system for:

• member registration
• member identity creation
• portal access
• attendance
• events
• announcements
• giving
• subscriptions
• donor and tax records

Before a member can use the portal, the system must create the church identity layer.

That foundation includes:

• member application record
• member ID
• attendance code
• QR identity

This is important because everything else depends on it:

• first-time setup
• member login
• attendance check-in
• admin member search
• donation attribution
• giving history
• tax documents

Step 1 — Submit the Member Form

The member form is the first step into the system.

It collects:

• campus
• full name
• date of birth
• phone
• email
• address
• emergency contact
• signature and covenant fields

Fig 4.1 — The Member Registration Form

After a successful submission, the system creates:

• the member row
• the member ID
• the attendance code
• the QR identity layer

Step 2 — First-Time Setup

Once the member exists in the system, the member can activate portal access. This first-time setup connects the person's church identity to their portal password.

Fig 4.2 — First-Time Setup screen (3-step identity verification)

Step 3 — Member Login

After setup, the member can log in to the portal and use the member experience.

Fig 4.3 — The Login screen

Dashboard

The dashboard is the member's home screen. It gives quick visibility into:

• recent activity
• announcements
• upcoming events
• attendance awareness

Fig 5.1 — Member Dashboard

Profile

The profile section shows and manages member identity details. Typical uses:

• review contact information
• access QR identity
• update profile details

Fig 5.2 — Profile page with Member ID and QR Identity

Attendance

This page shows the member's attendance history. Typical uses:

• review past attendance
• confirm event participation

Fig 5.3 — Attendance History page

Events and Announcements

Members use these areas to stay connected with church communication. Typical uses:

• review upcoming events
• see church announcements
• respond where RSVP features apply

Giving

This is the member's donation history area. It supports:

• in-portal donation form
• one-time donations
• recurring donations
• transaction history
• tithe history
• per-transaction receipts

Fig 5.4 — Giving page with donation form and transaction history

Subscription

This is the member's subscription and membership billing area. It supports:

• membership-related subscription visibility
• Stripe customer portal access

Tax Documents

This is the member's summary and formal document area. It supports:

• monthly giving summaries
• yearly giving summaries
• annual summary records
• acknowledgment documents when available

Fig 5.5 — Tax Documents page

The website donation form allows giving without logging into the portal.

It collects:

• donor name
• donor email
• donor phone
• donation amount
• fund
• donation type

Admins use the portal to manage operations.

Core admin areas:

• dashboard
• members
• attendance
• events
• announcements
• memberships
• giving, tithes & offerings

Fig 7.1 — Admin Dashboard

Fig 7.2 — Admin Members management page

Super Admin

Super admin has full system access. This includes:

• finance access
• tax document access
• admin creation access
• full operational control

Admin

Admin has standard operational access. This includes:

• member and event management
• attendance and announcement management

This does not include:

• finance access
• tax document access
• admin creation

Dashboard

Used for: quick system awareness, member and attendance visibility, event awareness.

Members

Used for: member search, member profile review, attendance visibility.

Attendance

Used for: reviewing attendance records, checking attendance-related issues, monitoring attendance behavior.

Events

Used for: creating events, editing events, closing events, deleting test events when necessary.

Announcements

Used for: creating announcements, publishing church communication, managing announcement lifecycle.

Memberships

Used for: reviewing membership or subscription-related operations.

Giving, Tithes & Offerings

This is the main finance workspace for super admin. It contains:

• Giving
• Tithes
• Offerings

These filters help review financial records by category.

The system supports manual cash donation records in addition to Stripe donations. This is important because not all gifts happen online.

Cash donation entry can support:

• member donations
• event donations
• other donor or organization donations

The donor record layer helps organize summary and formal records. It supports:

• donor-centered summaries
• monthly summary visibility
• yearly summary visibility
• acknowledgment document visibility when available

Protect the Member Foundation

The member form and member identity layer are the foundation of the whole system. They should be handled carefully because they affect:

• attendance
• giving
• account setup
• admin lookup
• donor records

Use the Right Page for the Right Job

• Giving — for transaction history
• Subscription — for customer portal and membership billing
• Tax Documents — for summaries and formal records

Keep Finance Access Restricted

Only super admin should handle:

• finance
• donor records
• tax documents
• admin creation

👤 Member Training Checklist

• Submit member form
• Complete first-time setup
• Log in
• Review profile
• Review attendance
• Make a donation
• Open giving history
• Open tax documents

🛡️ Admin Training Checklist

• Log in as admin
• Search members
• Create and edit an event
• Publish an announcement
• Review attendance

👑 Super Admin Training Checklist

• Review finance page
• Record cash donation
• Review donor records
• Verify tax documents visibility
• Verify admin permission boundaries

The unified portal is built around one protected truth:

Once that foundation exists, the portal can safely support:

• member access
• attendance
• events
• giving
• subscriptions
• donor records
• tax summaries