Flow settings
The Settings page serves as the central hub for tailoring Flow to your organization's unique structure and goals. With dedicated configurations, you can, among others, control access, integrate with Git and ticket platforms, define user attributes, and fine-tune settings to ensure your reports deliver the most relevant insights for your business.
Settings tags
On the Settings pages, you can find tags to quickly identify a configuration's complexity, the effort required to complete it, and whether the specific configuration is critical to your Flow setup. To see a description for each tag, mouse over the Tag description link located at the top of the page.
Currently, tags are added to most critical settings pages (excluding modals). You will notice tags appearing on more pages as they are gradually rolled out across the upcoming releases.
Level of requirement
Required - This step is core to the Flow setup and is required to view data. We recommend not marking this step as complete until you have carried out the required actions.
Recommended - It is best practice to complete this step now, but you can return to it later if needed.
Additional - This is an advanced setting for your specific use case. The Additional settings are optional.
Level of difficulty
High effort - Completion of this step may require prep work, involve multiple people, and require verification from the external vendor.
Medium effort - This setting requires some preparation, but not as much as the High effort setting.
Low effort - This particular configuration requires no preparation.
Processing time
Hours+ - This step could potentially take several hours to complete. Be aware that you may need to return to this step. Also, due to the long processing time, Flow may temporarily display partial data until all data is ingested.
Minutes - This step is not very time-consuming.
Real time - You can complete this step on the spot.
Available settings
Configure your Flow settings to best represent your teams and data.
