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, Funds & receipts, Custom fields, AI agents, API keys, and Webhooks. 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.
• Custom fields — define extra donor fields — text, number, date, or a select list — that then appear on the donor form and profile, so you can track what your program cares about without waiting on us. Archive a field you no longer use and it drops off the form without losing old data. See Donors.
• AI agents — set the autonomy dial for each task type (off / suggest / prepare / auto, default Prepare), flip the org-wide agent kill switch, and choose who receives the daily digest, weekly briefing, and board packet. The guarantee comes first: nothing auto-sends until you opt a task type into Auto yourself, and agents can never override the OK-to-ask timing rules. See Ai agents.
• API keys and Webhooks — for building custom integrations or connecting through Zapier (Growth and Enterprise plans). API keys authenticate calls to the public REST API; webhooks deliver signed event notifications with a visible delivery log. See Api webhooks.

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.