Settings & Administration
Organization setup, users, permissions, templates, imports, integrations, portal services, and configuration.
11 guides
Download category PDFReview Organization Setup, Profile, and Subscription
Settings is the organization administration index. Setup & Configuration, Organization, and Billing & Subscription serve different purposes and can require management permission.
Read guide →Review Users, Roles, and Effective Permissions
Users and Roles & Permissions show who can perform actions and which permissions a role enables. View access and management access are separate.
Read guide →Configure Facilities, Housing Locations, and Capacity
Locations & Kennels defines the physical hierarchy used for housing moves. Parent locations organize the structure; housing locations can receive animals and enforce capacity.
Read guide →Maintain Lookup Lists and Enabled Modules
Configuration controls form choices and feature visibility. Removing an option deactivates it while historical records retain the original value.
Read guide →Configure Hold, Outcome, and Financial Rules
Organization rules define default timing and information requirements. They must reflect approved policy rather than demonstration values.
Read guide →Create Templates and Assign Automatic Documents
Forms & Documents maintains reusable templates. Automatic Documents assigns them to workflow events, with conditional rules, organization defaults, and built-in fallbacks.
Read guide →Review Signatures, Final PDFs, and Document Revisions
Document Center gathers generated documents, signer progress, completion, final PDFs, delivery, revision history, and audit status.
Read guide →Export Organization Data and Review Supported Imports
Data & Backups separates a portability export from supported customer migration and disaster-recovery backup controls. Know which type of package you are using.
Read guide →Review External Publishing Readiness and Provider Mappings
External Publishing prepares animal information for adoption networks. Eligibility, mapping, preview, connection, transport, and successful publication are different states.
Read guide →Manage Public Portal Requests and Citizen-Facing Services
Public Portal gives staff a queue for public submissions and a separate organization-branded service page. A submitted request still needs staff review and the appropriate operational workflow.
Read guide →Review Data Retention, Archives, and Purge Eligibility
General retention rules govern selected completed operational records, not every record in ShelterPact. Archiving and permanent purge are separate steps.
Read guide →