Follow the steps below to learn how to invite your members to view the and edit their information online.


  1. Go to www.servantkeeper.com and search for your organization's Customer ID number. Click on your organization's name to go to the login page for your Online Office.

  2. Log in to Online Office using your email address and password.

    Remember: You log in to the Online Office using the same email address and password you use to log in to Servant Keeper 8.

  3. Choose Control Panels from the left-hand side, then click Member Access. (See Figure 1)


  4. You will see the Settings tab. This tab is broken into 5 sections:
    • Allow members to edit their information - Enable this option to allow your members to view and edit their information online.

    • Link to Member Portal login - Displays the link to the Member Portal where your members would go to log in and edit their information.

    • Member Registration - Enable this option if you wish to allow families to register directly with their email address, rather than an invitation from you. If you choose to enable this option, provide your users with the link in the "Link to Member Portal login" section (above). In this area, users can click "Haven't registered yet?" to register using their Family email address.

    • Allow users to view their contribution history - Enable this option if you wish to allow your members to view their family's contribution history online.

    • Allow users to view their pledging history - Enable this option if you wish to allow your members to view their family's pledging history online.

Any settings you change in this area will be automatically saved.

  1. Click the Permissions tab at the top of the screen to choose the information you will allow your members to update. (See Figure 2)


  2. The Permissions tab is divided into "Contact Information" and "Attributes".

    In the Contact Information section:
     
    • Choose Family to see a list of Family fields that you can allow your members to edit. Family fields include: Address, City, State, Zip Code, Country, Phone, Phone Unlisted, Email, Email Unlisted, Email 2, Email 2 Unlisted, Address Unlisted, Include in Directory, Member Status, and Family picture. Uncheck any options you do not wish your members to edit. Click [Save] to update your changes.

    • Choose Individual to see a list of Individual fields that you can allow your members to edit. Individual fields include: Title, Suffix, First Name, Middle Name, Last Name, Preferred Name, Address, City, State, Zip Code, Country, Home Phone, Phone Unlisted, Work Phone, Work Phone Unlisted, Cell Phone, Cell Phone Unlisted, E-Mail, Email 1 Unlisted, Email 2, Email 2 Unlisted, Email 3, Email 3 Unlisted, Address Unlisted, Birth Date, School Grade, Include in Directory, Relationship, Member Status, Gender, and Individual picture. Uncheck any options you do not wish your members to edit. Click [Save] to update your changes.

In the Attributes section:

  • Click once on any attribute to select it. Attributes include: Sunday School, Activities, Skills and Talents, Spiritual Gifts, Mailing List, Leadership, Willing to Serve, Extra List 1, Extra List 2, Allergy, Youth List 1, Youth List 2, and Youth List 3. (See Figure 3)

  • Select Hidden, Read-only, or Can update.

    • Hidden: This attribute will not display at all in the family editing area.
    • Read-only: This attribute will display, but cannot be changed.
    • Can update: This attribute allows the member to make changes to (select/deselect) its options.

  • Enter instructions for your members (optional). Type any special instructions regarding the selected attribute for your members in the box.For example, you could instruct your members to "Select any Sunday School classes in which you wish to enroll for 2017".

  • Select the items within that attribute the members can see/update. If the attribute is marked "Read-only", members will be able to view the selected options if they're already added to their profile. If the attribute is marked "Can update", members will be able to view the selected options added to their profile and choose to select/deselect additional options for their profile.

  • Choose [Save] after making your changes.


  1. Choose the Invitations tab at the top of the screen. (See Figure 4) In this area, you have the option of sending a group invitation or sending invitations one at a time. These invitations will be sent per family, using the Family email address. Upon sending an invite, an email will be sent to the family with information on setting up a password to log in to their Member Portal (Family Editing area).

    Use the "search by name" box to search for the family (or families) to whom you would like to send invitations. You can also filter by Invite Status (Sent or Not Sent), Login Status (Has logged in or Has never logged in), and Family Member Status using the three drop-down menus. Click the [Search] button to start your search.


  2. When you have found the record(s) you wish to invite, click the [Invite] button next to the Family name to send a single invitation (one family at a time) OR click the [Invite # Families] button to send an invitation to everyone in the search result list.