Organization Admin Guide

Your role

Admins set up the organization, manage access, and keep everything running smoothly.

What you can manage

• Branding: logo, colors, and public contact info
• Areas and Categories: organize how work is tracked
• Users: approve requests, assign roles, manage access
• Volunteers: view, add, and support your volunteer base
• Reports: track progress and find bottlenecks
• Billing: plan, usage, invoices, and payment methods
• Integrations: Zapier and API keys

First‑time setup

1. Add or confirm your service areas
2. Set categories and tags
3. Upload your logo and choose colors
4. Invite team members (case workers, coordinators)
5. Share your volunteer signup link

Day‑to‑day

• Review pending user approvals
• Check reports to spot delays or coverage gaps
• Keep areas/categories tidy and current
• Support coordinators and case workers with stuck needs

Security and access

• Use the Users page to adjust roles
• Remove access when staff leaves
• Create separate API keys for each integration and name them clearly

Troubleshooting

• Can’t see a page? Check your role or ask another admin
• Reporting looks off? Confirm areas/categories were set correctly
• Email concerns? Volunteers can update preferences or unsubscribe via links in emails

Need help?

Reach out to your NeedBridge contact or support channel.