Settings and Customization FAQ — NeedBridge Documentation

This FAQ covers questions about organization settings including branding, areas, categories, API keys, integrations, and tags.

Where do I change our logo or colors?

Go to Admin > Settings > Branding. There you can upload your logo, choose colors, and preview how your organization's emails and pages look. Save your changes when you're done.

See also: System Settings

How do I add or edit areas?

Go to Admin > Settings > Areas. You can create new areas, rename them, and activate or deactivate them. Areas help organize needs and volunteers by region or service zone.

See also: System Settings

How do I add or edit categories for needs?

Go to Admin > Settings > Categories. Create categories (e.g. Transportation, Groceries) and keep names clear so volunteers can find the right needs. You can adjust them anytime.

See also: System Settings

How do I create an API key?

Go to Admin > Settings > API keys (or Integrations, depending on your menu). Create a new key and give it a name (e.g. the tool you're connecting). Keep keys private; don't share them in email or public places. Create one key per tool so you can revoke one without affecting others.

I can't see Settings. Why?

Settings are only available to users with the right permissions (e.g. organization admins or roles that include settings access). If you expect to see it, ask an admin to update your role.

See also: System Settings

Our branding isn't showing in emails. What should I do?

Save your branding again in Admin > Settings > Branding, then refresh your browser. Check that your logo file isn't too large and that the colors are saved. New emails should use the updated branding. If it still doesn't appear, contact support.

See also: System Settings

How do I connect Zapier (or another integration)?

Create an API key in Admin > Settings > API keys, then use that key in Zapier (or your other tool) when you set up the connection. Follow the integration's instructions to point to the correct NeedBridge endpoints. If something doesn't work, re-test the connection and confirm the API key is still active.

What are tags and how do I use them?

Tags are extra labels you can add to needs (e.g. for a campaign, theme, or program). They help you filter and organize work in the admin needs list. Go to Admin > Settings > Tags to create or manage tags. Then when creating or editing a need, you can assign one or more tags.