Advanced settings
Summary
Every account-wide setting in Safe Pathways lives in one place: the Settings page, organized into tabs. This article is the map: what each tab controls, and where the deeper guides live for the tabs that have their own article.
Who this is for
- Church Administrators with access to Settings
- Account Owners
What you’ll need
Make sure you have:
- Admin access with at least one settings capability
Before you start
Settings opens from the left menu of the Admin Dashboard. The tabs you see depend on your admin role, so your view may show fewer than this article lists; that is the permission system working, not something broken.
Each tab saves independently. Press the Save button on the tab you changed before moving on.
Steps to find the setting you need
1. Church Info
Your church profile: name, province, main contact, email, phone, website, default language, mailing address, and logo. Province quietly matters most, since it drives province-specific screening requirements. Full guide: Church profile.
2. Integrations
Connections to Planning Center, Canpro SOS, and Rock RMS, each with its own credentials and a test button. Full guides: Planning Center: How to connect Safe Pathways, Canpro SOS: How to connect Safe Pathways, and Rock RMS: how to connect.
3. Notifications
Your church timezone and the automatic reminder emails. Turn reminders on or off, and set up to six reminder points, each a number of days before a due date. Safe Pathways handles the sending from there.
4. Screening Rules
Renewal periods for the two recurring requirements: training renewal (in months, 12 by default) and Police Check renewal (in months, 60 by default). Change these only when your policy or insurer asks for a different cycle.
5. Tags
Create, edit, and delete the tags your church uses to label volunteers: a name, a colour, and a display order each. Tags show up on the Community page and its filters, so they are the quickest way to slice your list by ministry, campus, or team.
6. Custom Requirements
Two lists side by side: the province requirements Safe Pathways applies automatically based on your Church Info province (shown read-only), and your church’s own custom requirements, which you manage here. Volunteers see these as Additional Requirements on their Home page, and admins confirm them on the profile.
7. Billing
Your subscription and Volunteer Accounts. Full guide: Billing and Volunteer Accounts.
8. Administrators
Your admin team: invitations, clearance levels, suspension and reinstatement. Full guide: Admin team.
What happens next
Changes take effect as soon as the tab is saved. If a colleague saved settings while you had the page open, Safe Pathways warns you about conflicting changes and offers a Reload; reload first, then reapply your edits.
Troubleshooting
A tab this article mentions is missing for me
- Your admin role does not include that capability. Ask your Account Owner to review your role if you need it.
My changes didn’t stick
- Each tab has its own Save button. Save the tab you changed before switching to another.
I keep seeing a conflicting-changes warning
- Someone else is editing settings at the same time. Coordinate, reload, and reapply your changes.
An integration will not connect
- Each integration has its own article with the full connection steps and troubleshooting; start there rather than on this page.
Notes
- Settings is capability-aware: you only see the tabs your role allows.
- Each tab saves independently.
- Province requirements are applied automatically from your province; custom requirements are yours to manage.
- Renewal defaults are 12 months for training and 60 months for Police Checks unless your church sets otherwise.
- Church Info, Integrations, Billing, and Administrators each have their own full article.
Last reviewed
June 11, 2026