Add key organization settings

Set the name, contact details, logo, and breed your organization uses across the admin dashboard, member portal, certificates, and public application.

Last updated 1 day ago

Only administrators can change these settings.

Open organization details

Open Settings from the dashboard sidebar.
Under Society Settings, select Society details.
Stay on the Details tab.

The menu label follows the organization label you choose below. If you set the label to Association, this page is titled Association details. A custom label uses that word instead.

Upload a logo

At the top of the Details tab, select Choose picture.

Accepted formats are JPG, GIF, PNG, and WebP.
The logo uploads as soon as you choose the file. You do not need to select Save for the logo.
The same image is used on the organization profile and anywhere the logo is shown to members.

Fill in the organization profile

Field	What to enter
Name	The official organization name. This field is required.
Organization label	How the organization is referred to in the admin dashboard and member portal. Choose Society, Association, or Custom.
Address line 1	Street address. Start typing to pick a suggested address, which fills the remaining address fields.
Address line 2	Apartment, suite, or unit. Optional.
City	City or town.
State	State.
Zip Code	Postal code.
Phone	Main contact phone. The field formats US numbers as you type, for example `(555) 555-5555`.
Email	Main contact email. This field is required.
Website	Public website, such as `example.com`. Optional.
Registered breed	The breed name printed on certificates and registry records. This field is required.
Uses breed-up program	Turn this on if the registry tracks purebred percentages for breed-up registrations. Percentage fields then appear on animal records that use them.

Organization label

The label changes wording throughout the product. Society and Association are built in. Custom asks for your own word, such as Registry, Club, or Council.

Choose the label before you train staff on menu names. Pages such as Society details and Society Settings are renamed to match.

Save

Select Save in the bar at the bottom of the page. A confirmation appears when the organization settings are updated.

The logo is saved separately when you choose the picture. If you change both the logo and the form, upload the logo first, then save the form.

Where these details are used

Certificates and registry records use the organization name and registered breed.
Members see the contact details and logo on the organization profile.
The member portal and admin menus use the organization label.
Breed-up percentage fields appear on animal records only when Uses breed-up program is on.

Related settings on this page

The other tabs on Society details are separate from the profile above:

Communication controls which emails are sent when an administrator takes action.
Regions defines geographic regions and member areas.
Membership Settings sets membership types, dues, and the renewal schedule.

Annual membership dues are not set on this tab. Use Membership Settings for dues, and Member Fees for registration, transfer, and pedigree charges.

Was this helpful?

Still need help? Ask the team