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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

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
  • Delete Organization - Permanently delete your organization (founder-only)

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
  • Export your data periodically for backup purposes
  • Set the correct currency before recording financial transactions
  • Remove admin access promptly when team members leave