Settings

The Settings area in Flowtly is where administrators configure the core behavior of the platform to match their organization's requirements. It covers a wide range of options, from basic organization profile details to advanced security and integration settings.

Organization settings include company information, default currency, fiscal year configuration, and localization preferences. These foundational settings influence how data is displayed and processed throughout the entire platform, so it is important to configure them correctly during initial setup.

Security and authentication settings allow administrators to enforce single sign-on (SSO) through Google Workspace or Microsoft (Entra ID / Teams) — no other SAML/OIDC provider is currently supported. The Security settings page itself offers a single control: an organization-wide MFA enforcement toggle.

Widget configuration lets administrators customize the dashboard experience organization-wide by turning individual summary panels, charts, and quick-access links on or off for the home screen (this applies to all users, not per role). Invoicing configuration covers default payment terms, numbering schemes, tax settings, and templates that apply to all invoices generated within the platform.

Organization settings

Under Settings → Organization you configure the foundations of your workspace:

• Organization settings — company identity, localization, formats, and working days
• Invoicing settings — billing data, numbering, payment terms, and invoice sending

People settings

Under Settings → People you manage HR-related configuration:

• Positions
• Permission groups
• Time off settings
• Time off approvers
• Invoice approvers
• Timesheets

Advanced settings

Under Settings → Advanced you'll find organization-wide options for power users:

• Billing rates — default attribute prices used in billing
• Asset settings — enable utility meters and other asset behavior
• List columns — choose extra columns shown on project, asset, and budget lists

Example use cases

• Configure SSO integration with Google Workspace or Microsoft to streamline employee access.
• Set the organization's default currency and fiscal year start date during initial platform setup.
• Turn dashboard widgets on or off organization-wide to declutter the home screen.
• Define default invoicing templates, payment terms, and numbering sequences for consistent billing.
• Enforce MFA organization-wide to meet your organization's security standards.