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Settings Overview

The Settings page provides access to workspace configuration, user management, API keys, and other administrative options. Access Settings from the sidebar to customize your FactoryThread environment.

Accessing Settings​

  1. Click Settings in the sidebar (under Admin)
  2. Select a settings category from the menu
  3. Configure options as needed
  4. Changes save automatically or via Save button

Settings Categories​

General Settings​

Workspace Configuration:

  • Workspace name and description
  • Default timezone
  • Date and number formats
  • Default settings for new flows

API Keys​

Manage API Access:

  • Create API keys for external access
  • View and manage existing keys
  • Set key permissions and scopes
  • Revoke compromised keys

See API Keys for details.

Email Configuration​

Email Trigger Settings:

  • Configure email-triggered workflows
  • Set up email addresses for flows
  • Manage email routing rules

See Email Triggers for details.

User Management​

Team Access:

  • Invite and manage users
  • Assign roles and permissions
  • Review user activity
  • Remove access

See Users for details.

Notifications​

Alert Configuration:

  • Flow failure notifications
  • Execution alerts
  • Daily/weekly summaries
  • Notification channels (email, Slack, etc.)

Integrations​

Third-Party Connections:

  • Slack notifications
  • Microsoft Teams
  • Webhook endpoints
  • Other integrations

Workspace Settings​

General Information​

Workspace details:

SettingDescription
NameWorkspace display name
DescriptionOptional description
TimezoneDefault timezone for schedules
Date FormatMM/DD/YYYY, DD/MM/YYYY, etc.

Default Flow Settings​

New flow defaults:

  • Default trigger type
  • Error handling behavior
  • Logging level
  • Retry configuration

Resource Limits​

Usage controls:

  • Maximum concurrent executions
  • Storage quotas
  • API rate limits
  • Execution timeouts

Role-Based Access​

Admin Role​

Admins can:

  • Access all settings
  • Manage users and permissions
  • Configure integrations
  • View billing and usage

User Role​

Users can:

  • View their own settings
  • Access flows they have permission for
  • Cannot modify workspace settings

Viewer Role​

Viewers can:

  • View flows and executions
  • Cannot create or edit
  • Limited settings access

Common Tasks​

Changing Timezone​

  1. Go to Settings > General
  2. Select Timezone dropdown
  3. Choose your timezone
  4. Click Save

All scheduled flows use this timezone.

Enabling Notifications​

  1. Go to Settings > Notifications
  2. Toggle notification types
  3. Configure channels (email, Slack)
  4. Set notification frequency

Managing Access​

  1. Go to Settings > Users
  2. View current users and roles
  3. Invite new users
  4. Modify permissions as needed

Security Settings​

Session Management​

  • Session timeout duration
  • Remember me options
  • Concurrent session limits

Audit Logging​

  • Enable audit trail
  • Log retention period
  • Exportable logs

IP Allowlisting​

  • Restrict access by IP
  • Define allowed IP ranges
  • Emergency access options

Data Management​

Backup Settings​

  • Automatic backup schedule
  • Retention period
  • Export options

Data Retention​

  • Execution log retention
  • Preview data retention
  • Archive policies

Troubleshooting​

Can't Access Settings​

Possible causes:

  1. Insufficient permissions
  2. Session expired
  3. Browser issues

Solutions:

  • Contact workspace admin
  • Log out and log in again
  • Try different browser

Settings Not Saving​

Possible causes:

  1. Validation errors
  2. Network issues
  3. Concurrent edits

Solutions:

  • Check for error messages
  • Verify network connection
  • Refresh and try again

Next Steps​