SteepleMate allows you to easily manage your church’s core identity details, including your organization's name, contact information, and user sign-up settings. These settings ensure that your community has accurate, up-to-date information and a seamless onboarding experience.

Step 1: Accessing Identification Settings

1. Go to the Administration Menu
   From your SteepleMate dashboard, click on "Organization Settings".

2. Open the Identification Section
   Next, select the "Identification" section to begin editing your organization's details.

Step 2: Updating Basic Organization Information

In this section, you can manage the essential information about your organization, which will be visible on the SteepleMate mobile app and website:

• Organization Name: This is the primary name of your church or organization.
• Administrator: The person responsible for oversight. The administrator will receive system notifications and critical alerts.
• Physical Address & Mailing Address: Ensure your church’s location and postal address are correct, as these will be visible to your community and used for correspondence.

Step 3: Contact Information

You can also update your contact information to ensure your church’s communication channels are accurate:

• Church Email: The main email address that the public and community members will use to contact your church.
• Church Phone Number: The main contact number for your church.
• Billing Contact: The individual who will receive notifications related to billing and charges for SteepleMate services.

Step 4: Web Access & User Sign-Up Settings

SteepleMate offers a variety of options to control how users access your system and how they sign up. This section allows you to customize web access, landing pages, and the registration process.

Website URL

This is the specific web address where users will be directed when using features like the mobile app or Guest Connection Cards.

• If left blank: The system will default to your customized SteepleMate site URL.

Show My Site as Landing Page

• Option: If you are using a Custom SteepleMate website, check this box to set your church’s website as the default landing page, rather than the sign-in page. This can help you guide users to your content before they log in.

Managed Redirection Domain

You can create a custom URL that redirects users to your SteepleMate site, making it easier to maintain brand consistency across your digital platforms.

Custom URL

If you want to use a completely unique domain (for example, YourChurch.com) instead of the default SteepleMate URL, this option allows you to do so. To enable this, you will need to purchase the Custom Domain service via Administration > Add Products > Custom Domain.

URL Prefix

You can personalize your SteepleMate site’s URL by adding a prefix, such as YourChurch.SteepleMate.com. This gives your system a more personalized web presence. You can use up to 15 characters in this field.

• Leaving it blank: Disables the prefix feature.

Step 5: User Sign-Up Settings

These settings help you control how new users register for access to SteepleMate, ensuring a smooth process for both staff and church members.

Signup Key

A Signup Key is a code (up to 20 characters) that people will use when registering for a username and password.

• Leaving it blank: Disables self-registration, requiring individuals to request access through your organization.

Allow Church Family to Self-Register

Enable this option to allow members of your church to register themselves and enter their family information without needing to match existing records. This makes the onboarding process easier for new users.

• If disabled: Individuals must validate existing email addresses or phone numbers to register, ensuring that only known contacts can create accounts.

Step 6: Save Your Changes

Once you’ve updated your organization’s information and sign-up settings, make sure to:

• Click "Save" to apply all changes.