How to Set Organization Default Settings in Flowace | Flowace
Learn how to set organization defaults in Flowace Default Settings, so every new member starts with the same time zone, timesheet rules, monitoring options and project settings.
Set things up once in Admin Settings › Default Settings, then change individual users later under Permissions.
In this video:
- Open Default Settings from your profile name and Admin Settings
- The three tabs: General Settings, Timesheet & Monitoring, and Project & Tasks
- Why changes apply to new users only
- Set the organization time zone, calendar, weekly off days and work time
- Turn on Rename Modules to use your own display names
- Review Privacy Mode, Delete Timesheet, Lock Timesheet, Idle Interval and Monitoring
- Choose project, task and subtask options
- Save your changes, and find Permissions for individual users
Chapters:
0:00 Open Default Settings from Admin Settings
0:13 The three Default Settings tabs
0:26 General Settings and Rename Modules
0:41 Timesheet and Monitoring
1:08 Project and Tasks
1:18 Save and change individual users
Example setup used in this video:
- Time zone: UTC+05:30, Asia/Kolkata; Organization Work Time: 10:00 am to 07:00 pm
- Display names: employee shown as Associate
- Idle Interval: 5 mins; Lock Timesheet: Older than 7 days; Periodic Archival of Projects: Greater than 90 days
Names, days, times and values shown in this video are examples. Set them to suit your company policy. Check your local rules on employee consent before turning on screenshots or activity monitoring.
Full steps are in the help article: https://help.flowace.ai/en/article/default-settings-for-org-owners-admin-l00rwr/
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