Organisation Settings
The Organisational Settings in the Orgo platform encompass a suite of configurations that administrators can use to tailor the system to the organization's requirements. This central hub ensures that all aspects of the organization's operations within the platform are managed effectively and efficiently.
💡 Pro Tip: Regularly explore new features and updates in Orgo! Staying informed can enhance your organization's performance and member satisfaction. Check our updates section frequently for the latest enhancements.
General
Modules: The hub for accessing all features within Orgo. This includes comprehensive tools for managing and customizing the organization's workflow on the platform.
Organisation info: Administrators can edit the organization's core information, including name, address, logo, and other identifying details.
Billing: This area is dedicated to the organization's subscription details. Administrators can view billing history, update payment methods, and select different subscription tiers.
Labels overwrite: Manage all standardized text communications here, including email templates, system notifications, and automated responses.
Online payments: Configure and manage payment processing settings, integrate with payment providers, and monitor transaction histories.
Users
Custom fields: Create and modify additional data fields to capture specific information about users that the standard fields do not cover.
Import: Utilize tools to import user data from other systems, ensuring a seamless transition and integration into the Orgo platform.
Forms
Registration Form: Set up and customize the user registration process, including form fields and registration workflows.
Profile: Configure what information is collected and displayed in user profiles.
Adhesion: Manage membership subscription settings, including sign-up forms, renewal processes, and membership tiers.
e-Documents: Oversee the distribution, submission, and storage of electronic documents within the organization.
Welcome Message: Personalize the initial communication sent to new members upon joining, setting the tone for their engagement with the organization.
Features
Roles: Define roles within the organization, assign permissions, and manage access control to different sections of the platform.
Event types: Create and manage various event categories, aiding in the organization and searchability of events.
Badge types: If applicable, set up different badge types as part of a gamification strategy to engage members.
Badges: Award badges to users based on achievements or milestones within the organization.
Support: Access tools and resources to support members, including FAQs, contact forms, and helpdesk tickets.
Discussion namespaces: Establish and manage different areas for discussion, enabling structured conversations on various topics relevant to the organization.
API & OAuth: Configure integration and authentication settings for external applications using the organization's API and manage OAuth credentials to ensure secure data access and interoperability.
Usage
Administrators should familiarize themselves with each section to effectively manage the organization's presence and operations within Orgo. It is essential to periodically review and update settings to align with the evolving needs of the organization and its members.
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