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Settings

The Settings section is where you configure your church's account, branding, and administrative options in B1 Admin. From here you can manage everything from your church name and subdomain to user permissions and mobile app configuration.

What You Will Find Here​

The Settings area is organized into the following sub-sections:

  1. Settings -- Configure your church's basic information, branding, and subdomain. See Church Settings for details. To use your own domain name (e.g. yourchurch.org), see Custom Domain.
  2. Campuses -- Add and manage multiple physical locations for your church. Once created, campuses appear on person profiles, in attendance setup, and in the Demographics dashboard. Reached as a card on the main Settings page rather than a separate navigation item. See Campuses for details.
  3. Custom Fields -- Define your own fields to track on people (a date, number, yes/no answer, or pick-list), then fill them in on profiles and search on them. Also reached as a card on the main Settings page. See Custom Fields for details.
  4. Email Templates -- Save reusable email content for sending manually or from a workflow. See Email Templates for details.
  5. Server Admin -- Access advanced administration tools for managing your church's server-level settings.
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Mobile Apps configuration and Forms now have their own top-level navigation items -- Mobile and Forms (found under People) -- rather than living inside Settings. See Mobile App Settings and Creating Forms for details.

The Main Settings Page​

When you first open the Settings page, you will see your church name and subdomain displayed at the top. The header provides quick-access buttons for common tasks:

  • Email Templates -- Jump directly to email template management.
  • Audit Log -- View a log of changes made across your church's account.
  • Batches -- Jump directly to donation batches.
  • Import/Export -- Transfer data between systems using the import/export tool.

Below the header, click the Settings card to edit your church's name, address, contact information, and branding -- see Church Settings. To manage user roles, use the Roles & Permissions tab in the Settings section menu -- see Roles & Permissions.

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Start by configuring your church name and branding under Edit Settings, then set up Roles to invite your team members with the right level of access.

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For information about how your data is protected, see Data Security.

Next Steps​