Settings & Configuration
Overview
The Settings section is your church's control panel — from church profile and branding to roles, services, notifications, integrations, and billing.
Go to Settings in the sidebar.
📸 [Screenshot: Settings page showing all tab navigation across the top]
Settings Tabs
| Tab | What It Configures |
|---|---|
| ⛪ Church Profile | Name, contact info, country, address, currency |
| 🕐 Services | Recurring services for attendance tracking |
| 🚀 Journey | New convert pipeline stages, teams, task templates, notifications |
| 🎨 Branding | Church logo, colours |
| 💰 Offering Categories | Categories for giving records |
| 🏢 Branches | Multi-branch / multi-campus setup |
| ✅ Attendance | QR code rotation settings |
| 🔔 Notifications | Donation notification recipients |
| 🔌 Integrations | WhatsApp / SMS integration status |
| 🏦 Payouts | Bank/MoMo account for receiving digital giving |
| 📲 Connect Members | QR code for member self-registration |
| 💳 Billing | Current plan, upgrade, payment history |
| 👥 Team & Roles | Staff accounts, role permissions |
| 💼 Occupations | Manage occupation options |
| 📜 Audit Log | History of all changes made in the dashboard |
⛪ Church Profile
The most important settings page. Fill this in completely during setup.
| Field | Description |
|---|---|
| Church Name | Full official name of your church |
| Church contact email address | |
| Phone | Church phone number |
| Country | Determines currency, region labels, and MoMo networks |
| Currency | GHS, NGN, XAF, USD, etc. |
| Receipt Prefix | Short code for giving receipts (e.g. "GCI" → receipt GCI-00045) |
Custom WhatsApp Commands
Add keywords that members can send to your WhatsApp number:
- Scroll to Custom Commands → click + Add Command
- Set: Keyword (e.g.
ADDRESS), Response (e.g. "Our address is 12 Redemption Road"), Description - Save
Custom commands appear in the HELP MORE menu.
🎨 Branding
Upload your church logo and set your brand colours at Settings → Branding. These appear on PDF reports, giving receipts, and email notifications.
🏢 Branches
For churches with multiple locations:
- Go to Settings → Branches → click + Add Branch
- Enter branch name, city, and address
- Assign a Branch Admin
Branch admins can only see data for their assigned branch. Super Admins and Admins see everything.
🔌 Integrations
Settings → Integrations shows the status of:
| Integration | What It Does |
|---|---|
| WhatsApp (Twilio) | Member messaging, commands, check-in, giving |
| SMS (Hubtel) | SMS broadcasts and notifications |
| Paystack | Card and MoMo payment collection |
Configuration is done by the Shepherd team — contact support if an integration appears disconnected.
🏦 Payouts
Required before accepting card or MoMo payments:
- Settings → Payouts → click Set Up Payouts
- Enter your bank account or MoMo details
- Shepherd registers a Paystack Sub-account — all collections flow directly to your account
📲 Connect Members
Generates a QR code and short URL for member self-registration. Share this in your church bulletin, notice board, or social media. When members scan it, they're guided through WhatsApp self-registration.
💳 Billing
Settings → Billing shows your current plan, member count vs limit, and renewal date.
To upgrade: click Upgrade Plan → select plan → pay via Paystack → access upgraded immediately.
👥 Team & Roles
Inviting a Staff Member
- Click + Invite User
- Enter their email, select their role, optionally assign to a branch
- Click Send Invite — they receive an email invitation
Built-in Roles
| Role | Key Permissions |
|---|---|
| Super Admin | Full access — everything |
| Admin | Members, attendance, giving, events, messages, reports |
| Pastor | Pastoral care, prayer, appointments, members view |
| Staff | View members, record attendance |
| Branch Admin | Admin access limited to their branch |
Custom Roles
- Go to Settings → Roles → click + Create Role
- Give it a name, colour, description
- Select permissions from the matrix (organised by category)
- Save
🔒 System roles cannot be deleted, but their permissions can be adjusted.
📸 [Screenshot: Roles page showing role cards with permission matrix visible in create dialog]
📜 Audit Log
Settings → Audit Log shows every change made in your dashboard:
- Who made the change
- What was changed (create / edit / delete)
- Before and after values
- Timestamp
Filter by date range, action type, or entity type. Essential for accountability in any church.
Permissions for Settings
| Tab | Who Can Access |
|---|---|
| Church Profile | Admin, Super Admin |
| Branding | Admin, Super Admin |
| Branches | Super Admin |
| Payouts | Super Admin |
| Billing | Super Admin |
| Team & Roles | Super Admin |
| Audit Log | Admin, Super Admin |