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Settings & Configuration

Manage organization setup, records, money, integrations, and your personal account

In this guide

Key sections from this documentation page.

PawPlacer uses one searchable Settings sidebar. Pages are grouped by purpose, and the items you can open depend on your role. When your role includes organization pages, switch between Organization and You at the top of the sidebar; otherwise the sidebar shows only your own account pages. On smaller screens, use the Settings menu button to open the same navigation.

Organization

  • Organization Details: name, logo, public profile, contact details, tax and receipt details, supported animals, social links, and locale
  • Members: members, invitations, and role assignments
  • Schedule: public hours and member availability
  • Sidebar Navigation: which pages appear in the workspace sidebar, and in what order
  • Onboarding Manager: detected setup recommendations

Records & Data

Forms & Documents

  • Forms: templates, fields, and public-form display options
  • Contracts: adopter, foster, volunteer, and surrender terms
  • Email Templates: acknowledgement, team-notification, and outcome emails, edited under Inbox

Money

Integrations

  • Listing Integrations: the Petfinder FTP and Adopt-a-Pet AutoUpload connections, status mapping, preview, validation, and sync
  • AI Features: matching, descriptions, and data mapping
  • Widgets: copy code for the profile, pet list, and public forms
  • SDK/API: create, test, update, and revoke API keys

Your Account

  • Profile Settings: photo, display name, phone, and sign-in email
  • Credentials: password and authenticator-app MFA
  • My Permissions: your roles and feature access
  • UI Preferences: pet badge and no-photo placeholder styles
  • Language: the language PawPlacer is shown in, chosen from your profile menu or the mobile menu rather than a Settings page

The Danger Zone is pinned at the bottom of the sidebar because its actions are permanent.

Permissions

Personal pages are available to every signed-in user for their own account. Organization pages either require a broad administrative role or a role specific to that feature. A page may be read-only when you can view its information but cannot change it.

Need help from a person? See Support for the in-app contact form, email address, and the details to include in a report.

Keep reading

Move through the documentation in order.