I want to edit my Company Settings

Owned by Candice Pang (Deactivated)
Last updated: Nov 23, 2022 by Emma van der Maas (Unlicensed)
2 min read

During implementation your Client Success Manager will assist in setting up your Company Settings. The following items below can be configured to suit your needs. If ever you want to change a setting simply reach out to your Success Manager or our Support Team on support@catalyser.com.

Company Setting Fields

Action

Functionality

Company Setting Fields

Action

Functionality

Company Logo

To upload company logo

Branding opportunity and used as redirection to Home page.

Money Giving Preferences

 

  • Min donation value

Enter a dollar amount

Users cannot make a donation less than this amount.

When the field is blank there are no minimum limits.

  • Max donation value

Enter a dollar amount

Users cannot make a donation more than this amount.

When the field is blank there are no maximum limits.

  • Show option "donate anonymously"

Tick the box

To give users a choice in the donation flow to remain anonymous on the platform

If you untick or leave it blank this will not show in the donation flow

  • Show option "Share Details With Charity"

Tick the box

To give users a choice in the donation flow to opt-in to Share their Details With Charity

If you untick or leave it blank this will not show in the donation flow.

By default donation screen has "Share Details With Charity" selected

Tick the box

To default this box as ticked. Users will see this in the donation flow and will need to untick the box to opt out of sharing their details with the charity.

Allow employees to make credit card donations



Tick the box

To give users this payment option in the donation flow.

If you untick or leave it blank this will not show in the donation flow.

N.B if the charity does not have payment gateway set up then the user will see “Payment option not available”

Allow employees to make donations via your company's payroll



Tick the box

To give users this payment option in the donation flow.

If you untick or leave it blank this will not show in the donation flow.

N.B if the employee type has /has not ticked the Payroll Giving tick box then ????

Volunteering Preferences

 

  • User Target Hours

Enter an amount

Users will have a target to reach per the reporting period.

If this field is blank then there are no target displayed.

Terms and Conditions

 

  • Users have to accept terms and conditions on first platform access

Tick the box

The first login/access to the platform for users will see a pop up window requiring user to review and accept terms and conditions.

If this is left unticked then no pop up window will appear.

Security Preference

 

  • Export Encryption Password

 

 

Navigation Preferences

 

  • Special sorting for give- money marketplace

 

 

  • Special back navigation after give-time checkout

 

 

  • Custom routes enabled of types

 

 

Payroll Export Preferences

 

  • Enable export to CloudPay

Tick the box

If the company uses CloudPay payroll.

The drop down menu will display an option to export files in a customised file suitable for CloudPay software.

  • Enable export to Preceda

Tick the box

If the company uses Preceda payroll.

The drop down menu will display an option to export files in a customised file suitable for Preceda software.

Reporting Period starts on

(view only)

Configures all reporting output and functionality to this reporting period

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