Account & security
This section is for whoever runs Flowstate for your organisation. It covers who can get in, what they can do, how they sign in, and the settings that apply to everyone.
If your organisation uses the area switcher, these settings are in Organisation. Otherwise, they’re under Settings. You only see the pages your role allows.
Get going
- Choose how people sign in. Limit sign-in to your email domains, or send people to your identity provider. See Choose how people sign in.
- Invite your team. Give each person a role. See Invite people and manage their access.
- Check the roles. Make sure each role gives the access people need, and no more. See Roles and permissions.
- Choose notifications. Decide which updates go to the app, email and Slack. See Choose how people are notified.
- Add billing contacts. See Billing.
What do you want to do?
| Job | Guide |
|---|---|
| Invite someone, change their role or remove them | Invite people and manage their access |
| Look up what a permission allows | Roles and permissions |
| Choose allowed email domains and how long people stay signed in | Choose how people sign in |
| Connect your identity provider | SAML or OAuth single sign-on |
| Create accounts from your identity provider | Provision accounts with SCIM |
| Send security events to your SIEM | Send security events to your SIEM |
| See who changed what | Review the activity log |
| Give another system access to the REST API | Create and manage API keys |
| Load people, teams and projects from a spreadsheet | Data import and data migration |
| Rename initiatives, projects and objectives | Operating model and departments |
| Set your timezone, language and mail server | Organisation settings |
| Connect an app | Integrations |
For IT and security teams, Security explains how sign-in works and what you can monitor.
Every settings page
Everything under Settings and Organisation, in sidebar order, with the page that explains it. A few only appear when a module is switched on for your organisation.
Integrations
| On screen | Covered by |
|---|---|
| Integrations | Integrations — including the catalog and each tool’s own settings page |
| Sync Health | Connect your project tool |
| User attribution | Connect your project tool |
| Team attribution | Connect your project tool |
Delivery
| On screen | Covered by |
|---|---|
| Effort Tracking Review | Effort reporting settings |
| Driver Types | Project value |
| Functional Groups | Functional groups. Only shown when the Functional groups module is on. |
Resourcing
| On screen | Covered by |
|---|---|
| Job Roles | Organisation basics |
| Departments | Operating model and departments |
| Locations | Organisation basics |
| Value Streams | Organisation basics |
| Operating Model | Operating model and departments |
| Custom Attributes | Organisation basics |
AI
| On screen | Covered by |
|---|---|
| Overview | AI settings |
| Agent Policy | Agent policy |
| Flowstate Desktop | Flowstate Desktop |
| AI Service Accounts | AI service accounts |
AI provider connections live under Integrations. See Connect AI providers.
Finance
| On screen | Covered by |
|---|---|
| Cost Centres | Organisation basics |
| Exchange Rates | Organisation basics |
| Resource Types | Organisation basics |
| Frameworks & Fiscal Year | Organisation basics |
| Project Analysis | Capitalisation settings and R&D tax claim settings |
| Cost Capitalisation Review | Capitalisation settings |
| R&D Tax Review | R&D tax claim settings |
| Budget Workflow | Budget settings |
Scenarios
| On screen | Covered by |
|---|---|
| Review Workflow | Live data and scenarios. Its approval stages are also used for effort approvals. |
| Data Import | Data import and data migration |
| Data Migration | Data import and data migration |
Insights
| On screen | Covered by |
|---|---|
| Business Metrics | Business metric event sources. Only shown when the Business metrics module is on. |
Organisation
If your organisation uses Organisation, these pages are under Organisation, in three groups. If it doesn’t use Organisation yet, they’re under Settings, in Users & Access, Organisation and Billing.
| In Organisation | In Settings | Covered by |
|---|---|---|
| People & roles → Users | Users & Access → Users | Users and roles |
| People & roles → Roles | Users & Access → Roles | Users and roles and Roles and permissions |
| People & roles → User enrolment | Organisation → User Enrollment | Users and roles |
| People & roles → SCIM provisioning | Users & Access → SCIM Provisioning | SCIM provisioning |
| Sign-in & security → Authentication | Organisation → Authentication | Sign-in settings |
| Sign-in & security → Single sign-on | Organisation → Single Sign On | SAML single sign-on and OAuth single sign-on |
| Sign-in & security → API keys | Users & Access → API Keys | API keys |
| Sign-in & security → SIEM integration | Organisation → SIEM Integration | SIEM integration |
| Sign-in & security → Activity log | Organisation → Activity Log | Activity log |
| Organisation → General | Organisation → General | Organisation settings. Project creation: Projects. |
| Organisation → Date & time | Organisation → Date & Time | Organisation settings |
| Organisation → Email | Organisation → Email | Organisation settings |
| Organisation → Notifications | Organisation → Notifications | Notifications |
| Organisation → Integrations | Integrations | Integrations |
| Organisation → Billing | Billing | Billing. Only shown to your organisation’s billing contacts. |