Account & security

This section is for whoever runs Flowstate for your organization. It covers who can get in, what they can do, how they sign in, and the settings that apply to everyone.

If your organization uses the area switcher, these settings are in Organization. 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	Organization 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 Organization, in sidebar order, with the page that explains it. A few only appear when a module is switched on for your organization.

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	Organization basics
Departments	Operating model and departments
Locations	Organization basics
Value Streams	Organization basics
Operating Model	Operating model and departments
Custom Attributes	Organization 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 Centers	Organization basics
Exchange Rates	Organization basics
Resource Types	Organization basics
Frameworks & Fiscal Year	Organization basics
Project Analysis	Capitalization settings and R&D tax claim settings
Cost Capitalization Review	Capitalization 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.

Organization

If your organization uses Organization, these pages are under Organization, in three groups. If it doesn’t use Organization yet, they’re under Settings, in Users & Access, Organization and Billing.

In Organization	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	Organization → User Enrollment	Users and roles
People & roles → SCIM provisioning	Users & Access → SCIM Provisioning	SCIM provisioning
Sign-in & security → Authentication	Organization → Authentication	Sign-in settings
Sign-in & security → Single sign-on	Organization → 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	Organization → SIEM Integration	SIEM integration
Sign-in & security → Activity log	Organization → Activity Log	Activity log
Organization → General	Organization → General	Organization settings. Project creation: Projects.
Organization → Date & time	Organization → Date & Time	Organization settings
Organization → Email	Organization → Email	Organization settings
Organization → Notifications	Organization → Notifications	Notifications
Organization → Integrations	Integrations	Integrations
Organization → Billing	Billing	Billing. Only shown to your organization’s billing contacts.