Introduction to Organization Settings
Organization Settings in Workflo provide centralized control over your workspace, enabling admins to configure global preferences, security protocols, and operational rules. Properly configured settings ensure consistency, efficiency, and security across teams.
Key Features
- Workspace Management: Configure default views, templates, and project structures.
- Security Controls: Enforce password policies, two-factor authentication, and access restrictions.
- Notifications: Set default notification preferences for teams and projects.
- Integration Management: Configure connected tools and APIs centrally.
Managing Organization Settings
- Access the ‘Organization Settings’ section from your admin dashboard.
- Review general workspace preferences and update as needed.
- Configure security protocols to ensure data protection.
- Manage integrations and connected apps for consistency.
- Communicate changes to the team and provide training if necessary.
Use Cases
- Consistent Workflow: Ensure all teams follow standardized project templates and task structures.
- Enhanced Security: Apply global access controls and authentication requirements.
- Integration Oversight: Maintain connected tools across the organization efficiently.
Workflow Example
An admin updates the organization settings to enforce two-factor authentication and standardize task templates. When a new project is created, team members automatically receive the correct templates and security protocols, ensuring consistency and reducing onboarding friction.