Welcome to Seraphim!
We’re glad you have chosen our software solutions to meet your needs as a ministry organization.
Sometimes the hardest part of adapting to a new software can be understanding fundamental language and terminology differences. The intention of this article is to remove some of those barriers so that we can dive into the software with better understanding of the interface.
When you log into www.startseraphim.com, you’ll notice several tabs on the left-hand side—Lobby, Stream, Community, God & I, and Administration. The first 4 tabs are designed for the congregation member. The Lobby, Stream, Community, and God & I sections are accessible from the newly developed Churchapp which is our recommended solution for the congregation-facing platform. These tools will let your congregation see upcoming events, volunteer for ministry, access the Directory, mark their attendance, manage their Online Giving, and much more. The Administration Tab is the staff member's access point to all of Seraphim's back-office modules.
“Tiles” is our word for modules, or tools. We have separate Tiles for many of the functions you’d be utilizing in Seraphim. The Tile system is designed so that you can distribute Tile access to staff members on a "need-to-see" basis. “Permissions” is a Tile that lets an Administrator assign staff members access to the Tiles they need to do their job well. Some examples of separated work modules, or Tiles, would be “Directory”, “Events”, “Finance”, and “Safe Check-In”.
Profiles are records for individuals in the Directory. Everyone in your database has a profile. From these profiles, we can query our congregations into groups/reports based on criteria from within individual profiles. Click here to view a quick video about the Personal Profile.
It’s very simple to add new records (profiles) to your database. In the Directory, you’ll see a “New Family” button that you’ll use to add any new records. **NOTICE: Whether you’re adding a single visitor (one profile) or an entire family, you’ll need to use the “New Family” button to add records to the database.** The reason for this is that every profile needs to be connected to a family unit for finance tracking. Follow this link to view instructions on adding records.
Families are essential to your database hygiene and record keeping. These units are unique because they allow you to run Finance statements and operate your Safe Check-In ministries. Family units are created by connecting individual profiles, thus consolidating them into a single unit. Profiles can live in multiple family units to allow for accurate tracking of complex family scenarios. Follow this link to view instructions on adding families to your Directory.
Groups are Seraphim’s way of combining profiles to a consolidated list.
There are two types of Groups you can create.
- Static—These groups are built manually by simply adding records to a Group.
- Dynamic—You will design these groups by setting criteria that will query in people based on aspects of their personal profiles.
You will need groups for tasks such as Attendance tracking, Reporting, using the Ministry Planner, and sending Communications. Read this article for a step-by-step tutorial on creating groups!
Groups Vs. Communities:
These terms can be confusing for new Seraphim users! We've already discussed Groups--but Communities are something very different. Communities can be used to create a separate Seraphim ecosystem for multi-campus organizations, or for ministries that use a Small Group system. This allows for maximum control over multiple staff rosters and independent administration of multiple congregations or campuses.
Here's a few tips:
- For many of the Tiles, once you’ve entered the module, you’ll be able to click the header to produce a Menu from the left-hand side of the screen.
- Once in the software, you should avoid using your browser’s “back” button. Seraphim has it’s own handles for returning to the previous page. Clicking your browser’s “Back” arrow will require you to log back into Seraphim.
- As you populate your Seraphim community with more and more data, there will be places throughout the program where “scroll bars” will appear. Some commonly used areas that have scroll bars include: Directory, Events (calendar), Reports, and Finance.
- As you navigate through the program, you’ll notice there are pages you’ll need to “Save” as you make changes. When making changes to Profiles, Groups, Events, etc., you will notice a blue “Save” button. However, there will also be certain pages that will “auto-save” as you work. The Permissions Tile and Ministry Planner Tile have areas that save as you input data and don’t require a “Save” button. Another note about “Save” buttons in Seraphim. When editing a Profile, or building a “New Event”, you will notice many tabs you can edit before saving your work. So feel free to work through each item before saving your work!
- Seraphim is a unique software for many reasons. One unique aspect of Seraphim is the flexibility we give you to customize many lists and dropdowns throughout your Community. If you navigate to Settings/Database Values, you’ll be able to view all the “Dropdown Menus” that you can customize to fit your ministry’s terminology.