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Organization Settings Overview

The Settings tab is your central hub for managing organisation information, user access, and system configuration.

This area supports administrative oversight and ensures the platform aligns with your organization's specific needs.

What you’ll find here:

  • Organization Information Summary: Details such as the organization's legal name, primary admin contact information (name, email, phone number), timezone settings, and connected reporting systems (e.g., VOCA, HMIS).
  • Team Members Management: A comprehensive list of all active, archived, or all team members, including their names, emails, and assigned user roles.
  • Custom Assistance Configurations: Options to create, edit, archive, and manage custom fields specific to your organization's Assistances collection needs.

How Settings are used:

Settings is designed primarily for organizational leadership. You will use this section to keep your organizational data accurate for reporting and communication.

Additionally, it is where you manage user access by adding new team members, assigning appropriate roles, and archiving users who no longer need access, ensuring secure and clear collaboration across your team.


 

Access & Permissions

Organisation Administrator

  • Full access to all Settings features
  • Can view and edit organization settings
  • Can add, edit, archive, and manage team members
  • Can assign roles and permissions
  • Can create, edit, and manage custom fields
  • Can view all clients within the organisation

Team Member (Limited Access)

  • Cannot access or modify organization settings
  • Cannot add or manage users
  • Cannot manage custom fields

Intern / Volunteer (Limited Visibility)

  • May view limited organizational information relevant to their role
  • Cannot access or edit settings
  • Cannot manage users or custom fields

Law Enforcement / Victim Advocate

  • No access to the Settings feature

 

Key Tips / Best Practices

  • Access to the Settings feature is role-dependent. Only Organization Admins have full access to view and edit these configurations.
  • Team Members and Interns/Volunteers have limited or no access to edit settings, manage users, or configure custom fields. Law Enforcement / Advocate roles do not have access to the Settings tab at all.
  • Regularly review your Team Members list to ensure roles are correctly assigned and that former employees are archived to maintain system security.

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Need more help?

If you need to update critical organizational information but do not have the required permissions, please contact your Organization Administrator. For technical issues within the Settings tab, click here to reach out to our support team.