Organization Settings

Manage your organization's core settings, branding, payment processing, and team access from the Settings area.

Accessing Settings

1. Click Settings in the main navigation
2. Select Organization from the dropdown

Settings Sections

Section	Description
General	Organization name, contact info, and address
E-mail Branding	Customize outgoing email appearance
Member Portal	Brand the member portal login and signup
Funds	Manage fund designations
Payment Processors	Connect Stripe for payment processing
Integrations	Connect with Zapier and other services
Tags	Organize resources with tags and groups
Team Members	Manage admin access and permissions
Billing	Subscription plans and invoices

Quick Links

• Need to update your org info? Go to General Settings
• Setting up payments? See Payment Processors
• Adding team members? Visit Team Members