Menu
Help Center / Settings & Administration / Review Organization Setup, Profile, and Subscription

Settings & Administration · Detailed task guide

Review 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.

Before you beginOpen Administration → Settings. Confirm the agency and role shown in the staff menu before reviewing organization-wide controls.

Step-by-step instructions

  1. Open Setup & Configuration to review guided setup and progress with an authorized organization manager. The shared demo account cannot open its management workflow.
  2. Open Organization for agency name/type, abbreviation, contact information, physical and mailing addresses, jurisdiction, and timezone.
  3. Review Shelter / Public Hours and Animal Control / Field Hours separately so public access and field coverage are described correctly.
  4. Review Long-stay and Extended-stay thresholds, optional Automatic Intake Hold, and mapping defaults. These settings affect operational queues and new events.
  5. Review branding, tenant state, onboarding, plan, and storage information shown on the profile. Save Organization only when authorized changes are intended.
  6. Open Billing & Subscription with management access to review plan, subscription status, billing period, and available billing management.
  7. After approved configuration changes, review the affected public information and operational screens. A subscription or billing action should be completed by the authorized account holder.

Screenshots

Select an image to open the full-resolution screenshot. Long forms may extend below the initial view.

Settings lists the organization’s administration destinations.
Figure 1. Settings lists the organization’s administration destinations.
Organization profile includes identity, hours, shelter rules, mapping, branding, and storage information.
Figure 2. Organization profile includes identity, hours, shelter rules, mapping, branding, and storage information.

Practical checks

Setup and billing management are permission-restricted in the shared demo. This article identifies their destinations without implying those management actions were performed in the demo.

Troubleshooting

What you seeWhat to check
Permission required: organization.manageUse an authorized organization manager; do not broaden your role simply to bypass the restriction.
Map defaults or public hours are incorrectReview the Organization profile and verify the relevant geographic or hours fields.
Download the Settings & Administration guide collection (PDF)

Interface reviewed October 12, 2026. Screenshots contain fictional demo records. Available controls depend on enabled modules and permissions.