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Guide for Settings Pages in the Menu
Guide for Settings Pages in the Menu

Here is an overview of each section found in the settings pages and their functionalities. These settings allow you to manage your organization, its users, apps, and other administrative controls.

Updated over 2 months ago

1. Account Settings

The Account Settings section allows individual users to manage personal account details. In this section, users can:

  • Update Email and Password: Change their login credentials such as email address and password.

  • Email Preferences: Configure email notifications, such as daily or weekly digests summarizing volunteer activities.

  • Delete Account: Important action to permanently delete an account. Warning: Deleting an account results in losing access to all activities, bookings, and volunteers.


2. Organisation Settings

The Organisation Settings section allows administrators to manage the overall details of the organization, from basic information to managing apps. The subsections include:

General

  • Profile Image: Customize the logo image representing the organization.

  • Organisation Name and Purpose: The primary details and mission of the organization.

  • Causes Supported: The organization can define which causes it focuses on, such as "Health and Social Care" or "Sustainability."

  • Company Details:

    • Company Goal: This defines the target number of volunteering hours that the company wants to achieve (e.g., 1000 hours).

    • Groups: Organize employees by groups, such as departments or teams (e.g., Sales, Marketing). You can add or remove groups here.

Ecosystems

  • Ecosystem Management: Ecosystems represent the broader network of apps or organizations connected. You can manage existing ecosystems or create new ones.

  • Ecosystem Privacy: Each ecosystem can be public or private, and administrators can switch between different ecosystems if they are part of multiple organizations.

Apps

  • App Management: This section displays all apps connected to your organization’s ecosystem. Apps could be public (e.g., Volunteer) or private (e.g., Partner Pod).

  • Add/Remove Apps: You can enable, disable, add, or remove apps from the ecosystem. Private apps will require an invitation from the owner to access.

Admins

  • Administrator Management: View and manage the administrators of the organization. You can invite new admins, remove existing ones, and see when each admin was added.

Permissions

  • Permission Groups: Here, you can control permissions for each app within your ecosystem. You can create different permission groups, each tailored to specific types of users (e.g., Members, Partners).

Integrations

  • API and Webhook Configuration: This section allows you to manage your API key and webhook settings. Webhooks are useful for real-time notifications between the system and external services.


These settings pages provide complete control over how an organization operates within the platform, managing users, ecosystems, and apps.

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