Settings

Find it: Left nav → Settings · Who can use it: Org Admins / CDOs only.

What you'll see

At the top is the Organization card with all your settings in one form. Below it is a grid of tiles: Members & invitations, Audit log, Export all data, Security, Donations & payments, and Funds & receipts. Click any tile to open that area.

Organization settings

The form covers your whole methodology. Change what you need and click Save settings — ask-timing and categories recompute on the next gift or interaction.

• Platform name (branding) — the name shown across your workspace.
• Category & health thresholds — the Major-donor threshold ($) (a single gift at or above this counts as Major), the Thank-you ratio window (months), and your Retention target (%).
• Time-between-asks (days after a gift) — standard waiting windows before the next ask, set per level (Small / Mid / Major).
• Minimum stewardship touches — gratitude touches required since the last gift before an ask is allowed, per level.
• Households — toggle Compute tiering & ask amounts at the household level to roll spouses/family into one household (donor categories stay individual). Off = per-donor.
• Communications — set the Reply-to email where donor replies land (defaults to the org admin). Emails send from a ThankFirst subdomain under your org's name, and every send is logged as a touch.
• Campaign season (Ramadan mode) — enable a window where frequent asks are allowed but only for already-thanked donors, spaced out and capped per level. Set the season name, start/end dates, days between asks, and ask caps. Guiding rule: "Ramadan allows frequency, not neglect."
• Security — Require two-factor authentication for all members forces everyone to set up an authenticator app before using the platform.

The tiles

• Members & invitations — invite teammates and set roles. See Team roles.
• Audit log — an append-only record of sensitive actions: data exports, ask-timing rule overrides, and any ThankFirst support access to your account. Each entry shows who, what, and when. Read-only.
• Export all data — download every record for your org as a zipped CSV bundle so you're never locked in. The download is itself written to the audit log. (JSON/CSV, admin-only.)
• Security — set up two-factor authentication (2FA) for your own account: add an authenticator app so a stolen password isn't enough. See the Security section above to require it org-wide.
• Donations & payments — connect your organization's Stripe account, set fees, and turn on your donation page. Follow the step-by-step Stripe onboarding guide.
• Funds & receipts — see below.

Funds & receipts

1. Add fund — create a fund with a name, description, and Restriction (Unrestricted, Restricted, or Temporarily restricted). Set a Faith category (None, Zakat, or Sadaqah) — Zakat funds are tracked and reported separately.
2. Click Add Islamic presets (Zakat, Sadaqah) to seed faith funds in one step. Presets are opt-in; the app is faith-neutral by default.
3. In Receipt settings, fill in the legal details printed on every tax receipt — legal name, EIN, address, signatory name & title, and a disclaimer — then save.

Good to know

• Saving methodology thresholds doesn't rewrite history; changes take effect on the next gift or interaction.
• Only Org Admins reach Settings and its tiles; everyone else is redirected to the dashboard.
• The audit log and data export exist so you always have proof and portability — nothing here can be silently deleted.