System Settings

What you can configure

Customize how your organization looks and works in NeedBridge. Settings are available to Organization Admins and Executive Admins.

Branding

Make your emails and pages feel like your organization.

• Upload your logo
• Choose your colors
• Preview how things look

Areas

Define the places you serve so needs and volunteers are organized clearly.

• Create and rename areas
• Activate or deactivate areas as you grow

Categories

Organize needs so volunteers can find the right opportunities.

• Create categories (e.g., Transportation, Groceries)
• Keep names clear and consistent

Tags

Add extra labels to help you filter and organize work.

• Use tags for themes, campaigns, or special programs

API Keys & Integrations

Connect NeedBridge to other tools.

• Create and revoke API keys
• Configure Zapier to automate tasks

Security & Data Export

Manage access and keep records.

• Review security settings
• Export data when you need offline reports

How to get here

Go to Admin → Settings. Use the left‑hand menu to open each section.

Tips

• Keep names simple and clear — they show up for your whole team
• Review areas and categories quarterly to keep things tidy
• Create one API key per tool (and name it after the tool) for easier management

Troubleshooting

• Can’t access settings? Ask an admin to update your role
• Branding not showing? Refresh your browser and check your logo file size
• Zapier not working? Re‑test the webhook and verify your API key is active