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Documentation

Settings & Configuration

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

In this guide

Key sections from this documentation page.

OrganizationRecords & DataForms & Documents

PawPlacer uses one searchable Settings sidebar. Pages are grouped by purpose, and the items you can open depend on your role. On smaller screens, use the Settings menu button to open the same navigation.

Organization

  • Organization Details: name, logo, public profile, contact details, supported animals, social links, and locale
  • Team Members: members, invitations, and role assignments
  • Schedule: public hours and member availability
  • Tips: detected setup recommendations

Records & Data

  • Pet Configuration: custom statuses, pet ID automation, and age display
  • Microchips: PetLink connection and registration records
  • Data Uploader: map and import spreadsheet records
  • Exports: download supported record types as CSV

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

Money

  • Adoption Fees: species-based fees and adjustments
  • Donation Amounts: suggested public giving amounts
  • Payment Methods: Stripe, Square, traditional methods, wallets, and crypto

Integrations

  • Petfinder: FTP connection, 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

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.

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