Company Settings Available to Administrators

Remove directory attachments

Setting this will hide all the attachments in the directory.

Global library

Enables the global library tab in the left navigation menu.

Export to Smartsheet

Enables the Smartsheet option in the export dropdown within a process or value stream.

Export to Asana

Enables the Asana option in the export dropdown within a process or value stream.

Export to Microsoft Excel

Enables the Microsoft Excel option in the export dropdown within a process or value stream.

Export to Kantata

Enables the Kantata option in the export dropdown within a process or value stream.

Allow to approve from task

Enables users to approve or decline a request to publish a process, value stream or managed document from within the task itself.

Allow acknowledgement

Enables the ability for stakeholders to request acknowledgement on processes, value streams or managed documents.

Export to Microsoft Planner

Enables the Microsoft Planner option in the export dropdown within a process or value stream.

Display Quality Score

Enables the quality score tab within the diagram content menu.

Allow AI generation

Enables stakeholders to use AI to generate their processes and tasks for activities.

Allow request details

Enables stakeholders to request details for activities from internal or external users.

Allow to share processes

Enables users to share processes with internal or external users.

Allow branching

Enables branches to be created in processes and value streams.

Block Unassigned Roles

Block publish, approval, review if roles are unassigned.

Allow Dashboard Configuration

Enable configurable dashboards for the company.

Allow Permission Requests

Control whether users can request certain user permissions.