General Settings

Site URL, admin branding, routing prefixes, and integration keys.

Last updated March 23, 2026 View as Markdown

General Settings is the main configuration page for the admin panel. Most sections are super-admin only. The Routing section is also accessible to users with the manage_routing_prefixes permission.

Site

  • Site URL — the public URL of this installation, used for generating absolute links in emails and public pages. Example: https://yourorg.org. Include the protocol (https://) and omit any trailing slash.

Admin Panel

These settings control the appearance of the admin panel itself — they have no effect on the public site.

  • Company Name — text displayed in the admin header beside your logo.
  • Primary colour — the accent colour used throughout the admin panel. Accepts any hex value. Default is #f59e0b (amber).
  • Dashboard welcome message — rich text displayed at the top of the admin dashboard. Leave blank to hide the welcome panel entirely.
  • Logo — the current logo is previewed here. Use the Upload new logo field to replace it. Accepted formats: PNG, JPEG, SVG. The logo is stored in public storage and served at its original dimensions — resize before uploading.

Routing

The Routing section controls the URL prefix for blog posts, events, the member portal, and system pages. These prefixes determine the first path segment in the URL for each content type.

  • Blog prefix — URL segment for blog posts. Example: news/news/post-slug. Reserved words (admin, horizon, login, etc.) are rejected. Cannot conflict with an existing page slug.
  • Events prefix — URL segment for event pages. Example: events/events/event-slug.
  • Member portal prefix — URL prefix for all member portal routes. Example: members/members/login.
  • System pages prefix — optional prefix for system-generated pages (password reset, email verification). Leave blank for root-level paths (/login), or set to e.g. system for /system/login.

Warning: changing any prefix rewrites all affected slugs automatically, but any external links or bookmarks pointing to the old URLs will immediately return 404. Redirect handling is not currently built.

System Page Content

These rich-text fields control the content displayed on system pages that cannot use the standard CMS page builder.

  • Reset password page — content rendered above the reset-password form.
  • Email verification page — content rendered above the email address and logout button on the verification notice.

Notes

Tenant-wide settings for the Notes (Timeline) surface — the structured-interaction stream attached to every contact and organization.

  • Restrict note edits to author — when on, users can only edit or delete notes they authored themselves; non-author users see no Edit / Delete affordances on the Timeline. Default off (preserves the pre-restriction behaviour where any user with the update_note / delete_note capability can edit any note). Users granted the Edit any note permission (edit_others_note) bypass the restriction. Useful for tenants who want each operator's interaction history to be tamper-evident — managers retain edit reach via the override permission, but everyone else can only revise what they wrote.

Integrations

API keys for external payment and accounting integrations. These fields are placeholders for future finance sessions — the Stripe and QuickBooks integrations are not yet active.

  • Stripe API Key — stored for future use.
  • QuickBooks API Key — stored for future use.

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