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Settings

Configure your organization and preferences

Overview

The Settings module lets you configure your organization's profile, manage team members, customize preferences, handle billing, and manage your data. Only admins and founders can access most settings.

Settings Pages

Organization

Configure your organization's profile:

  • Organization Name - Your organization's display name
  • Logo - Upload your organization's logo
  • Description - Brief description of your organization
  • Contact Info - Email and phone for the organization

General

Customize your organization's preferences:

  • Currency - Select from 16+ currencies (USD, EUR, PHP, etc.)
  • Timezone - Set your organization's timezone
  • Visual Style - Choose Pop Art, Flat, Soft, or Monochrome

Team

Manage who has admin access:

  • View Team Members - See all admins and their roles
  • Invite Admin - Send email invitations to new admins
  • Remove Admin - Remove admin access (founders can't be removed)
  • Pending Invites - View and resend pending invitations

Roles: Founders created the organization and cannot be removed. Admins are invited members with full access to manage the organization.

Billing & Plan

View and manage your subscription:

  • Current Plan - View your plan (Free, Starter, or Pro)
  • Usage Stats - Members, admins, and storage usage with progress bars
  • Upgrade - Upgrade to Starter ($9/mo) or Pro ($19/mo)
  • Billing Portal - Update payment, view invoices, downgrade, or cancel

Founder-only: Only founders can upgrade plans and access the billing portal. Admins can view billing information but cannot take billing actions.

Full Billing Documentation

Custom Domain

Pro

Connect your own subdomain for branded registration and check-in links:

  • Add Subdomain - Enter your subdomain (e.g., go.yourorg.org, events.myclub.org)
  • DNS Setup - Add a CNAME record pointing to orgbasehq.com (guided instructions provided)
  • Verification - Check domain status (pending, verified, failed) with one click
  • Custom Slugs - Set custom URL paths for registration links (e.g., /annual-gala-2026)
  • Remove Domain - Disconnect your subdomain at any time

How it works: Create a subdomain (like go.yourorg.org) and add a CNAME record pointing to orgbasehq.com. Your main website stays untouched — only the subdomain is used for OrgBaseHQ links. SSL certificates are provisioned automatically.

Founder-only: Only founders can add, verify, or remove custom domains. Available exclusively on the Pro plan.

Activity Log

Audit trail of admin actions:

  • All Actions - Create, update, delete operations logged
  • Filter by Module - Members, Activities, Finances, etc.
  • Filter by User - See actions by specific admins
  • Date Range - Filter by time period (7, 30, 60 days)
  • Export - Download log as CSV
  • 90-Day Retention - Logs automatically deleted after 90 days

Security

Secure your account:

  • Two-Factor Authentication - Enable 2FA with TOTP apps
  • QR Code Setup - Scan to add to your authenticator app
  • Manual Entry - Option to enter secret key manually

Data Management

Manage your organization's data:

  • Storage Breakdown - iOS-style visual showing storage by category:
    • Members (lavender), Activities (mint), Receipts (peach)
    • Organization (sky blue), Documents (amber)
    • Each category shows size and percentage
  • Export All Data - Download a ZIP file containing 19 CSV spreadsheets
    • Open in Excel, Google Sheets, or any spreadsheet app
    • Includes members, activities, dues, donors, finances, governance, and more
  • Automatic Backups - Your data is backed up daily and retained for 30 days
    • View last 7 backups with date, size, and record count
    • Download any backup as a compressed JSON file
    • Backups run automatically every day at 2 AM UTC
    • Contact support to restore from a backup
  • Recently Deleted (Trash) - 30-day soft delete with restore
    • Deleted items are kept for 30 days before permanent removal
    • Filter by type: Members, Attendees, Finance, Dues, Donors
    • One-click restore with automatic balance recalculation for financial records
    • Empty Trash to permanently remove all deleted items
  • Delete Organization - Permanently delete your organization (founder-only)

Data Protection

Your data is protected at three levels: Trash (30-day restore for individual records), Automatic Backups (30-day per-org daily snapshots), and D1 Time-Travel (30-day database-level recovery as a last resort).

Warning: Deleting your organization is permanent and cannot be undone. All data including members, finances, and activities will be deleted. Active subscriptions are automatically cancelled.

Founder-only: Only the organization founder can delete the organization. Admins can export data but cannot delete.

Visual Styles

Choose a visual style that matches your preference:

Pop Art

Bold borders, solid offset shadows

Flat

Clean minimal, thin borders, no shadows

Soft

Subtle blur shadows, gentle feel

Monochrome

Professional grayscale palette

Tips

  • Enable 2FA for added account security
  • Regularly review the activity log for unusual actions
  • Your data is automatically backed up daily — download anytime from Data Management
  • Set the correct currency before recording financial transactions
  • Remove admin access promptly when team members leave