SilkFlo Settings has five areas: Account, People, Platform Setup, API and Customization. Settings is for Admins (any role other than Standard User). The Account Owner sees every area; other Admins see People, Platform Setup and API. Open it from Settings in the side menu.
The working hours in Account, the rates in Cost Setup and the business units in Platform Setup feed every business case and report, so set them before your team starts submitting.
What’s in Settings #
| Area | What it’s for | Who can open it |
|---|---|---|
| Account | Company details, plus the average working hours per day and working days per year used in time and cost calculations. | Account Owner only |
| People | Invite users, see who’s Pending or Active, and manage system and collaborator roles. Only the Account Owner can change a user’s system role. See Invite your Team and User roles and permissions in SilkFlo. | Admins |
| Platform Setup | Business units, applications, cost setup, document templates, tags and terminology. See How to set up SilkFlo for your organisation. | Admins |
| API | Create API access tokens so your own systems can send actual results into SilkFlo. Included on every plan. See How to send actual results into SilkFlo with the API. | Admins |
| Customization | Your logo and six colours for the side menu and buttons. Pro and Enterprise plans. See How to add your logo and brand colours to SilkFlo. | Account Owner |
A split that works for most organisations: the Account Owner looks after Account, People and Customization; a programme lead with an Admin role owns Platform Setup; your IT or data team manages API tokens.
FAQs #
Why can’t I see some areas of Settings? #
Standard Users don’t see Settings. Admins see People, Platform Setup and API. Only the Account Owner sees Account and Customization, and Customization also needs a Pro or Enterprise plan. Ask your Account Owner if you need access.
Where do I add or remove users? #
In Settings > People. See Invite your Team.
