Settings & Configuration¶
Complete Guide to Community Settings¶
Open Settings at the bottom of the community menu, or with the Settings button on the community overview. Settings have their own menu that lists every setting by group, with All settings at the top. This guide covers all available configuration options.
Settings Overview¶
Settings are organized into categories:
| Category | Description |
|---|---|
| Integration & Access | Discord, PulseCAD, invites, authentication |
| Member Management | Roles, custom fields, display |
| Activity & Attendance | Activity types, LOA settings |
| Discipline & Recognition | Discipline, commendation types |
| Data & Public Access | Public roster, import, announcements |
| Owner Settings | Billing and subscription |
Integration & Access¶
Branding¶
Configure your community's appearance. The name and theme preset are available on every plan; uploading a custom logo (white-label branding) requires Professional.
| Setting | Description |
|---|---|
| Theme preset | One of six brand color presets (all plans) |
| Logo | Custom community logo image (Professional) |
See Discovery & Themes for the full theme list.
Discord Integration¶
See Discord Integration for full details.
PulseCAD¶
Settings → PulseCAD connects this roster to PulseCAD. It needs the community.integrations staff permission (the owner always has it).
- Link to PulseCAD: if your PulseCAD community is on Pulse Max, its plan includes a PulseRoster plan for one roster community (Pro with Pulse Max, Standard with Pulse Max ER:LC). Click Make a link code, copy the code (it starts
PRL-) and paste it into PulseCAD under Admin → Roster Sync → Link PulseRoster. The included plan then applies to this roster. This works on any plan, including Free. A code works once and expires after 30 minutes, and making a new one replaces the old. Linking shares no roster data; PulseCAD only learns which community this is. The included plan ends when the Pulse Max plan does. - Connection keys: a key lets PulseCAD read your roster (members, departments, ranks, callsigns, certifications) for full Roster Sync. Making a key needs an active Standard or Professional plan, which the Pulse Max link above provides. A key is shown once; revoking it cuts PulseCAD's access straight away.
- Live updates (webhook): optional. Paste the address and secret from PulseCAD so changes arrive within seconds.
Invite Links¶
Create and manage member invitation links.
| Option | Description |
|---|---|
| Expiration | When link expires |
| Max Uses | Usage limit |
| Auto-assign Department | Automatic department placement |
| Auto-assign Rank | Starting rank |
Authentication¶
Configure login methods:
- Discord OAuth
- Email/Password
- Magic Link (passwordless)
Webhooks¶
Send notifications to external services.
| Event | Description |
|---|---|
| Member joined/left | Membership changes |
| Promotions/demotions | Rank changes |
| LOA approved | Leave approvals |
| Disciplinary actions | Discipline issued |
| Commendations | Awards given |
Setting Up Webhooks¶
- Go to Settings > Webhooks
- Click Add Webhook
- Enter the Discord webhook URL (it starts with
https://discord.com/api/webhooks/). Other addresses are not accepted. - Select events to trigger
- Click Create
Discord Notifications¶
Route roster events to specific Discord channels with rich embeds.
- Go to Settings > Notifications
- Click Sync Channels to load your Discord channels
- Configure events individually or use Apply to All to set a channel for an entire category
Bulk Category Setup¶
Each notification category (Roster, Leave, Discipline, etc.) has a quick-set dropdown in the category header. Select a Discord channel and click Apply to All to assign that channel to every event in the category at once. You can still override individual events afterward.
See Discord Integration for the full list of available events.
Member Management¶
Staff Roles¶
See Permissions & Staff Roles for full details.
Community Roles¶
Create non-permission roles (titles):
- Go to Settings > Community Roles
- Click Add Role
- Enter name and color
- Save
Custom Fields¶
Add custom data fields to member profiles.
Creating Custom Fields¶
- Go to Settings > Custom Fields
- Click Add Field
- Configure:
| Setting | Description |
|---|---|
| Name | Field label |
| Type | Text, Number, Date, Boolean, Select, URL |
| Department | Limit to department or community-wide |
| Required | Make mandatory |
| Options | For Select type, define choices |
- Click Create
Field Types¶
| Type | Use Case |
|---|---|
| Text | Free-form text |
| Number | Numeric values |
| Date | Date picker |
| Boolean | Yes/No toggle |
| Select | Dropdown options |
| URL | Links |
Display Name Format¶
Customize how names appear throughout the application.
Setting Up¶
- Go to Settings > Display Format
- Configure format strings
Available Placeholders¶
| Placeholder | Description |
|---|---|
{name} |
Display name |
{discord} |
Discord username |
{rank} |
Current rank |
{callsign} |
Callsign |
{badge} |
Badge number |
Examples¶
| Format | Result |
|---|---|
{name} |
John Smith |
[{rank}] {name} |
[Sergeant] John Smith |
{callsign} - {name} |
LSPD-015 - John Smith |
Activity & Attendance¶
Activity Requirements¶
Configure activity tracking requirements.
See Activity Tracking for details.
Leave of Absence¶
Configure LOA settings.
See Leave of Absence for details.
Configuration Types¶
Create custom activity types:
- Go to Settings > Configuration
- Find Activity Types
- Add custom types (e.g., "Training", "Event", "Meeting")
Discipline & Recognition¶
Disciplinary System¶
Configure your discipline approach.
| Setting | Description | Default |
|---|---|---|
| Appeals Enabled | Allow members to submit appeals for disciplinary actions | Enabled |
| Appeal Window (Days) | Number of days after issuance during which a member can appeal | 7 days |
See Disciplinary System for details.
Commendation Types¶
Create recognition categories:
- Go to Settings > Configuration
- Find Commendation Types
- Add types (e.g., "Heroic Action", "Training Excellence")
Data & Public Access¶
Public Roster¶
Configure external roster visibility.
See Public Roster for details.
Import¶
Bulk import members via CSV.
See Member Management for details.
Announcements¶
Post community-wide announcements:
- Go to Settings > Announcements
- Click Create Announcement
- Enter title and content
- Set visibility (all members or staff only)
- Publish
Owner Settings¶
Billing¶
Manage your subscription:
- View current plan
- Upgrade/downgrade
- Payment history
- Update payment method
Settings Quick Reference¶
| Page | URL |
|---|---|
| Settings Home | /c/[slug]/settings |
| Discord | /c/[slug]/settings/discord |
| PulseCAD | /c/[slug]/settings/cad |
| Invite Links | /c/[slug]/settings/invites |
| Staff Roles | /c/[slug]/settings/staff-roles |
| Community Roles | /c/[slug]/settings/community-roles |
| Custom Fields | /c/[slug]/settings/custom-fields |
| Display Format | /c/[slug]/settings/display-format |
| Public Roster | /c/[slug]/settings/public-roster |
| Import | /c/[slug]/settings/import |
| Webhooks | /c/[slug]/settings/webhooks |
| Notifications | /c/[slug]/settings/notifications |
| Billing | /c/[slug]/settings/billing |
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