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System Settings, configurations and administration
Configure and modify organization related information. Manage departments, users, groups, workflow settings and other extensions.
56 articles
Manage account profileCustomize account details, manage settings, and access profile information effortlessly through the Admin Center.
Change the appearance of your accountCustomize your account's appearance effortlessly. Tailor settings for a personalized user experience.
Add and manage system administratorsEasily add and manage system administrators for streamlined control. Optimize administrative tasks effortlessly.
Manage DepartmentsEffortlessly manage departments for streamlined organization. Optimize administrative tasks for enhanced efficiency.
Create custom fields for departmentsCreate custom fields for departments effortlessly. Enhance organization and streamline data management.
Import and export departmentsEffortlessly import and export departments for streamlined organization. Optimize data management with ease.
Manage LocationsEffortlessly manage locations for streamlined organization. Optimize administrative tasks for enhanced efficiency.
Import and export locationsEasily import and export locations for streamlined organization. Optimize data management with ease.
Manage user groupsEffortlessly manage user groups for streamlined organization. Optimize administrative tasks for enhanced efficiency.
Import and Export Users of a User GroupEasily import and export users of a user group for streamlined management. Optimize user data handling effortlessly.
Understanding job positionsGain insight into job positions for streamlined organization. Optimize staffing strategies for enhanced efficiency.
Manage job positionsEasily manage job positions for streamlined organization. Optimize staffing strategies for enhanced efficiency.
What are department-based job positions?Explore department-based job positions for optimized organization. Streamline staffing strategies for enhanced efficiency.
Manage department-based job positionsEasily manage department-based job positions for streamlined organization. Optimize staffing strategies effortlessly.
What are location-based job positionsDiscover location-based job positions for efficient organization. Streamline staffing strategies for enhanced productivity.
Manage location-based job positionsEasily manage location-based job positions for streamlined organization. Optimize staffing strategies effortlessly
Manage cost centers in YeeflowLearn to manage Yeeflow cost centers: Create, edit, and integrate them into applications for effective cost control and data management.
Manage all usersGuide on managing Yeeflow users: Adding, updating, and customizing user properties, plus bulk operations for efficient user management.
How to customize user propertiesCustomize Yeeflow user properties with custom fields and forms for tailored management and display.
How to invite users to your organizationStreamline your Yeeflow onboarding with easy invitations for up to 10 users per batch.
How to import users to your organizationEfficiently import users to Yeeflow with custom attributes, enhancing organization setup. Perfect for bulk user updates
Edit user informationEasily edit or delete Yeeflow user information,including essential user details, ensuring up-to-date records and streamlined user management
Set Up Microsoft 365 User Sync ServicesSet up Microsoft 365 User Sync in Yeeflow for seamless user integration and management, ensuring alignment with Azure AD updates
Monitoring and managing Microsoft 365 user sync servicesMonitor and manage Microsoft 365 User Sync in Yeeflow for real-time insights and control over sync operations and error handling.
Activate or deactivate usersEffortlessly activate or deactivate Yeeflow users, managing access and license allocation with immediate effect for flexible user control.
Understand Workspace
Create a Workspace (System admin only)Creating a workspace, exclusively by system admins, involves naming, assigning owners, and setting permissions for creators and visitors.
Manage WorkspaceYeeflow guide: Manage workspaces in admin center—add, edit, delete, reorder. Step-by-step for system admins.
Manage Active ApplicationsManage active applications via search, filter by workspace, disable/delete apps, manage users, view change logs
Manage Deleted ApplicationsAdmins view deleted applications with details—name, workspace, deleter, deletion time—via search bar for efficient tracking.
Service Portals Management (System admin only)Track active/deleted service portals, view details, and monitor user seats with search functionality.
Public Forms Management (System admin only)Yeeflow admin center: Manage active/deleted public forms, view form details, shareable links, and submission counts.
Manage workflow definitionsAdmins handle Yeeflow workflows: editing, viewing, importing, or deleting, directly impacting automation.
Manage published workflowsAdmins manage published workflows, including viewing, editing versions, and enabling/disabling them via Admin Center for operational control
View and manage workflow instancesAdmins manage Yeeflow workflow instances: change submitter, delete, or recall. Manage variables and updates for process control.
View and manage active tasksAdmins manage Yeeflow tasks: view active, send reminders, reassign, ensuring efficient workflow.
Workflow Delegation ManagementManage workflow delegations in Yeeflow, setting or updating user delegations for improved workflow management and efficiency.
Set up managed domainsThe article provides a guide on setting up managed domains in Yeeflow, enabling users to access the platform using custom domain names.
How to access Enterprise Audit logsUsers on accessing enterprise audit logs in Yeeflow, highlighting their importance for tracking activities and system events.
Enable or disable default login methodsThe article guides administrators in Yeeflow on enabling or disabling default login methods, providing flexibility in authentication options
Configuring custom login methods for yeeflow organizationThe article explains how to set up custom login methods for Yeeflow organizations, enabling personalized authentication options.
Configuring SSO with SAML 2.0The article is a guide on setting up Single Sign-On (SSO) with SAML 2.0 in Yeeflow, simplifying user authentication.
Configuring SSO with OIDC (OAuth 2.0)The article explains how to configure Single Sign-On (SSO) with OIDC OAuth 2.0 in Yeeflow, simplifying user authentication.
Configuring SSO with Azure B2CThe article provides a guide on setting up Single Sign-On (SSO) with Azure B2C in Yeeflow, simplifying user authentication.
Configuring Multi-Factor Authentication in YeeflowThe article guides users on setting up multi-factor authentication (MFA) in Yeeflow for enhanced security.
Configuring Idle Session TimeoutConfigure Yeeflow's Idle Session Timeout from 10 mins to 30 days for security. Admins adjust in Admin Center.
Understanding user seats and active usersYeeflow subscriptions use user seats; admins manage and assign to active users. Seats are flexible for optimal resource use and security.
Billing overview and FAQsYeeflow bills based on user seats, with options for add-ons. Admins manage in Admin Center; payment via credit cards, auto-renewal.
How do I start my subscriptionUpgrade to a Yeeflow subscription via the avatar; requires a minimum of 10 users. Choose between annual or monthly plans.