General profile
Settings → Organization → General profile is your organization’s name, logo, contact details and local conventions. It is also the page Settings opens on. Only an Organization admin can see or change it. Anyone else who opens it is told that only an organization admin can view or edit these settings. The page is in several parts, and each part saves on its own. The logo saves the moment you choose a file; the social links and the tax details each have their own button; everything else is saved with Save changes.Logo
Press Upload to choose a file. Once a file is there the button reads Replace, and Remove takes it away. Each change saves straight away.
If your logo was set up as an address in Logo URL (below) and nothing has been uploaded, the preview shows that image with the words “Currently linked from another site”. Upload the file to keep it here instead, so your public page does not break if the other site moves it.
Identity
Contact
Locale
Which animals you work with, animal ID numbering, statuses and age groups are not here. They are under Animal management and ID format.
Social links
Website, Facebook, Instagram, X, YouTube and TikTok. Each is shown on your public page. Paste the address of your profile; if you leave offhttps://, it is added for you. Only web addresses are accepted. Leave a box empty to remove that link, then press Save social links.
Tax and receipts
Used on donation receipts. Only organization admins can see or change this part.
Press Save tax details to keep them.
Locations
Settings → Organization → Locations lists the places your organization operates from: a shelter, an adoption center, a store that hosts your animals, a mailing address. The same list is on Our organization in the Organizations workspace, and a change made in either place shows in both. These are the places a person can come to. The kennels, rooms and cages an animal is kept in are housing, which is built inside a location (see Housing at a location below). Anyone in your organization can see this list, because volunteers need to know where to turn up. Only an Organization admin can add, change or remove a location. Each location in the list shows its name, its kind, what it is inside (if anything), its address, hours and directions, and in words whether it is Shown on your public page or Not shown publicly.The main location
The first location you add becomes your main location, marked Main location. Its address is the one that appears on your public page and on adoption flyers, and it is the Address on the General profile. To make another location the main one, press Make main on it. A retired location cannot be the main one.Adding a location
Press Add a location, fill in the form and press Add location. Edit on a location opens the same form.Showing a location publicly
A location is never published unless somebody chooses to. A rescue run from a founder’s home can record that address without it appearing anywhere. Use Show on public page or Hide from public page on the location to change it without opening the form.Retiring and removing a location
Retire takes a location out of use and keeps its record. A retired location is hidden from the list until you tick Show retired, and Restore brings it back. The main location cannot be retired. Remove deletes a location. You are asked to confirm, and it cannot be undone. The main location cannot be removed: make another location the main one first.Housing at a location
Under each location is its Housing: the rooms, rows, cages, cubbies and kennels built there, and how many animals each holds. The line beside it reads either Nothing built yet or how many places there are, how many are free and how many animals are there now. See it at a glance opens the housing board. Anyone with Change on Animals can press Build housing (or Edit housing once something is built). Others see Show housing, which lists what is there without the controls. To add something, press + Add inside on the location, room or row it goes in.
Between each pair of cages that sit side by side in the same row is a switch that reads Tunnel open or Tunnel closed. Open the tunnels to join neighboring cages into one larger space; close one to split them again. A row of four cubbies can be four separate spaces, two and two, or one space.
On each item:
- The arrows move it up or down in the order it stands.
- Edit changes its name, kind and how many it holds.
- Out of service stops it being used for now, and Back in service returns it.
- Retire is for a cage that is gone for good, and Restore brings it back.
- Remove is for one made by mistake. Anything an animal’s record names cannot be removed; retire it instead.
Partner rescues
Settings → Organization → Partner rescues lists the rescues you transfer animals with. Once two rescues are partners, either can offer the other an animal, with its records, from the animal’s own record. The offer and the hand-over are described in Transfers. There is no list of rescues to pick from. You link with a partner by inviting somebody who works there, by email. Anyone who can open the page sees your partners. Inviting, answering an invitation and ending a partnership need Configure on Organizations, which the Organization admin and Director roles have.Inviting a partner
- Under Invite a partner, enter Their email address: somebody at the other rescue who can accept for them. It cannot be your own address.
- Optionally write A note to them: who you are and why you would like to link.
- Press Send the invitation.