Tenant settings
Tenant settings are the administrative backbone of your instance: how your organization presents itself in the product, which defaults apply to new workflows, and the baseline parameters integrations and reports assume. This guide is for tenant admins who need a checklist that respects finance, communications, and IT constraints.
Changes here often affect every user—treat updates as announced events, not silent tweaks.
Overview
Section titled “Overview”Review organization profile fields carefully; they feed receipts, internal dashboards, and support context. Align time zone and fiscal calendar assumptions with your accounting team so nightly jobs and period close reports do not disagree with the general ledger.
Document any feature flags or modules your plan includes so program staff know what is in scope. As DonorIntel adds settings for localization, data retention, and integration credentials, this page will link to focused procedures while keeping the “what belongs in tenant settings” boundary clear.