System Settings, configurations and administration
Configure and modify organization related information. Manage departments, users, groups, workflow settings and other extensions.
60 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.
- Admin Center – AI AgentsLearn how to view and monitor all AI Agents and Copilots across your Yeeflow environment in the Admin Center, including agent status, application usage, and AI credit consumption.
- 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.
- Scheduled Workflow
- 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.
- View and manage AI Credits (AI Credits Dashboard)Understand how to monitor and manage AI Credits using the AI Credits Dashboard, including balance, usage history, alerts, and monthly reset rules.
- Purchase AI Credits Online (Add Monthly Credits)This article explains how Yeeflow subscription admins can purchase additional monthly AI Credits online and manage the AI Credits add-on.