Documentation

Organization Settings Overview

Organization Settings Overview

The Organization Settings area allows administrators to configure various aspects of their animal rescue organization within Transfur. This comprehensive settings interface provides control over everything from basic organization details to payment processing and team management.

Accessing Organization Settings

To access your organization settings:

  1. Navigate to your organization's dashboard
  2. Click on the Organization Settings option in the sidebar
  3. You'll see a list of all available settings sections

Access to different settings sections depends on your role within the organization. Some settings are restricted to administrators or owners only.

Available Settings Sections

Core Settings

  • General Settings - Configure your organization's basic information, logo, and verification status
  • Members - Manage team members, send invitations, and control access
  • Teams - Create and manage sub-organizations within your main organization

Financial & Billing

  • Billing - Manage your subscription plan and billing information
  • Payment Settings - Configure payment processing for adoption fees

Adoption Process

Advanced

  • Danger Zone - Perform destructive actions like deleting your organization

Permission Requirements

Different settings sections require different permission levels:

  • All settings sections
  • Danger Zone actions
  • Billing management
  • Payment settings
  • General settings
  • Members management
  • Teams management
  • Import functionality
  • Adoption settings
  • Home visit configuration

Best Practices

  1. Regular Reviews - Periodically review your settings to ensure they align with your organization's current needs
  2. Team Communication - Inform team members before making significant changes
  3. Test Features - When enabling new features, test them thoroughly before rolling out to your entire team
  4. Backup Important Data - Before using bulk import or making major changes, ensure you have backups
  5. Secure Payment Settings - Only trusted administrators should have access to payment configuration

Getting Help

If you need assistance with any settings:

  1. Check the specific documentation page for that setting
  2. Contact your organization administrator
  3. Reach out to Transfur support for technical issues

Navigate to any of the settings sections above to learn more about specific configuration options.