Settings Overview

What you’ll find here

All the tools to configure how your organization looks and works in NeedBridge. Only Organization Admins and Executive Admins can access these pages.

Content

  • Areas: the places you serve
  • Categories: how needs are grouped
  • Tags: flexible labels for filtering

Organization

  • Branding: logo, colors, and contact info
  • Users: approvals and roles
  • Security: coming soon

Integrations & API

  • Zapier: connect to other tools
  • API Keys: create and manage keys
  • Webhooks: coming soon

System

  • Data Export: coming soon

Tips

  • Set up Areas, Categories, and Branding first
  • Keep Users and roles up to date
  • Start simple with integrations and grow over time