Settings let admins manage organization information, users, compliance, payout configuration, website setup, portal links, and integrations.
Some settings are visible only to admins or users with the right permissions. If you do not see a setting, ask an organization admin to review your role.
Before a launch or event, review settings that affect contact-facing experiences: organization details, receipt copy, compliance, payout setup, portal access, and the embed script. Settings often affect more than one form, so confirm changes with finance, operations, or website owners when the change has broader impact.
