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.


  4. You will see the Settings tab. 



    The Settings tab is broken into 4 sections:

    • Enable Member Portal - 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 view/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.

    • Check-In Badge (for use with the SK Check-In software) Enable this option to allow members to edit their family's Check-In Badge information including: allergies, special needs, drop-off items, and notes for each individual.


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.


    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.

  • 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 the current year".

  • 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. Select the Giving tab at the top of the screen to view options related to members viewing their contribution and/or pledge history.


    The Giving tab is broken into 4 sections:

    • Allow members to view their contribution history - Allow this option to enable members to view their contribution (giving) history in the Member Portal. Each family will ONLY be able to see the giving by members within their own Family Profile.

    • Allow members to print their own contribution statements - Allow this option to enable members to view/print their family's detailed contribution statement from the Member Portal. You also have the option to show a statement message on the printed statement. Choose "Shown" to enable the text editor where you can type your statement message. If enabled, the message you enter here will print at the bottom of the family's contribution statement.

    • Allow members to view their pledging history - Allow this option to enable members to view details about their pledged giving, including: amount pledged, amount received, amount remaining, and the percentage of their pledge that has been completed.

    • Set a Give Now link for your members - Enable this option to create a "Give Now" option in the Member Portal which would direct members to your church's online giving page. To turn the feature on, click [Setup Give Now link], enter the URL to your church's online giving page, and click [Update URL]. Click the [Enable Give Now link] button that appears in order to enable the "Give Now" link.

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

  1. Click the Links tab at the top of the screen. On this page, you will see the Create Links for your Online Resources option. Enable this option if you wish to provide a page of links for your members to click on. This option can be used to help members find online resources or helpful information regarding your organization. If this option is enabled, you're able to add custom URLs along with link text describing each link.


  1. Choose the Invitations tab at the top of the screen. 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.


  2. Click the [Edit Invitation Message] button if you'd like to customize the first line of that email invitation. Check the "Save as Default Message" box before clicking [Update Message] if you'd like to save your custom message for future invitations. Otherwise, the invitation message will only be saved until you leave the Invitations tab.


  3. 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.
  4. 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.


  5. The invitation your members receive will appear similar to the example shown below: