Overview
The Organization tab contains settings in CivicRec, such as Local Resident Criteria, Custom User Fields, Organization Policies, Organization Options, Organization Information, Item Tags, and Account Flags, available for you to edit and manage. This ensures that your organization will run smoothly when adding content like activities and memberships etc.
Organization Options allows you and your staff to configure certain CivicRec settings and preset requirements to better suit your organization.
Instructions
- Navigate to Configurations > Organization > Organization Options
- Scroll through operational settings and select applicable settings
- Scroll to the bottom and select Save Settings to save any changes
Having a list of options without a description of what they do is not as helpful as having a list of options with explanations. (and a description would need to be a description, not simply stating 'Enter the ..."
Hi Michael,
Thanks for your feedback! Creating clear, user-friendly content is our highest priority, so we are working to make this content clearer. We will continue to work on expanding this article even further, but in the meantime, several articles are now linked in the Overview to provide more in-depth information on different components of the Organization Options. I would also suggest searching key terms in the help center overall if you have more specific questions about single processes or options. For example, if you're interested in modifying Grade Requirements, searching "grade requirements" will bring up this article: https://www.civicrec.civicplus.help/hc/en-us/articles/115004558214-Turn-On-Off-Grade-Requirement, which will give you a more in-depth description of this option and the process behind it.
Thanks for your time! Let us know if you have additional questions or feedback.
Alyssa
Hi! Just following up on the response to Michael's comment, has a guide been created yet with more in-depth explanations on the options? I understand how to navigate to the "organizational options" page and how to save any changes that I make, but I'd like to double check that "Force Public Users to be Non-Residents" means what I think it does before I make any changes to that option for my organization.