Owners and admins
Set up your organization once, then come back when your team, your bank or your plan changes.
- LocationsYour main address and the other places you hold events.
- BrandingYour logo, its backdrop and your brand color.
- TeamInvite admins and accountants, change roles, reset passwords.
- PaymentsConnect Stripe so people can pay and give.
- BillingYour Bless plan, your card and your contact limit.
- IntegrationsConnect Salesforce. It has its own guide.
Want it all on one page? Use the checklist.
Three things to know first
- Open Settings from the sidebar. Press Settings at the bottom of the sidebar, or press your name and then Settings.
- Each tab saves on its own. Press the save button in the box you changed before you move to another tab.
- Billing is for the owner. Admins can see the plan, but only the owner can change it.
Updated
Was this page helpful?
Thank you. Your answer helps us make these pages better.