Manage general settings

Users with the Manage District Settings user permission can manage the general settings. These are district-wide settings.

You can:

• Approve or decline requested classifications.
• Search for group information.
• Sort and filter groups, based on selected criteria.
• Change information displayed for a group.

To manage general settings:

1. Select Admin > Settings. 

2. Click General Settings. The General Settings page appears.

   

3. Do any of the following:

   a. Enter the district Name, Address, City, State, Zip code, and Phone number.

   b. Set the following as desired:

   Setting	Description
   Hide Blocked Dates in Upcoming Event Email	Select Yes to hide blocked dates. Select No to show blocked dates.
   Show Approve / Decline Buttons in Emails	Select Yes to let users approve/decline requests via email. Select No to prevent the buttons from showing via email, and requiring users to approve/decline in Schedules.
   Days Pending Before Reminder E-mail	Enter the number of days a request is pending before sending the approver a reminder email.
   Classification Approver E-mail(s)	Enter the email of user(s) who can approve classification. Note: They will receive a notification when a new group creates an account, so they can approve that group.
   E-mail for Contact Form	Enter the email that community members contact for more information.
   Term & Conditions File	Upload a PDF copy of your terms and conditions, which appears at the bottom of each request with a link to view the file. Note: District Admins can remove the file by clicking Remove File.
   Receive Email for Group Files	Enter the email of user(s) who manage group insurance forms.  Notes: They will receive an email notification:      • If new group files are uploaded.       • For any groups that have expiring insurance. Multiple emails can be listed if separated by a comma.
   Days Notice for Expiring Insurance	Enter the number of days before an insurance certificate expires to send a reminder. Notes: The email is sent on the first of each month to all groups meeting the criteria, as well as groups with expired insurance information. Follett recommends 30 days or more. Notices are only sent to groups who have future requests.

4. Enter your custom text in the following fields:

   • Custom Insurance Text

   Note: This message appears on the registration page for new groups.

   • Contact Us

   • Group Information

5. Click Save General Settings.

To view General Settings change history:

1. Select Admin > Settings.
2. Click General Settings.
3. At the top-right, click Change History.

The log shows all changes and who made them.