Settings & Admin Overview
Settings is where workspace-wide configuration lives. The page has a lot of tabs because Omniflow does a lot — but each tab does one thing, and most teams set them once and rarely come back.
Tabs at a glance
| Tab | What’s there |
|---|---|
| General | Workspace name, timezone, locale, branding. |
| Members | Invite, role assign, suspend. → Members & Teams |
| Teams | Group people for routing and reporting. |
| Roles & Permissions | Customize what each role can do. → Roles & Permissions |
| Channels | SMS, email, chat, social, voice setup. → Channels |
| Integrations | Connect Salesforce, Genesys, Slack, etc. → Integrations overview |
| AI Infrastructure | Default models, fallback chains, voice providers. → AI Infrastructure |
| API Keys | Programmatic access tokens. → API Keys |
| SSO & SCIM | Okta, Azure AD, Google Workspace. → SSO & SCIM |
| SLA | Response and resolution targets. → SLA & Business Hours |
| Business Hours | Office hours, holidays, after-hours behavior. |
| Skills | Define skills, assign to agents. |
| Routing | Capacity rules, queue settings. |
| Canned Responses | Reusable replies. → Canned Responses & Templates |
| Email Templates | Outbound email templates. |
| Email Signatures | Per-agent and team signatures. |
| Notifications | Alert preferences and digests. → Notifications |
| Genesys | Deep Genesys-specific config. |
| Wrap-up codes | Post-call work codes. |
| Chat Widget | Embedded chat configuration. |
| Availability scheduling | Agent availability calendars. |
| Compliance | Recording consent, PII masking, data retention. |
| Security | API key audit, encryption settings. |
| Labs | Experimental features. |
| Billing | Plan, usage, invoices. |
Where each role lives
| Role | Settings access |
|---|---|
| Admin | Everything. |
| Supervisor | Members (their team), SLA (their team), routing, canned responses, training rubrics. |
| Agent | Their profile, signature, notification preferences. |
| Trainee | Their profile, notification preferences. |
Workspace-wide vs per-user
- Workspace-wide: general, channels, integrations, SLA, business hours, AI infrastructure, API keys, SSO. Set once.
- Per-team: SLA scope, canned response scope, routing.
- Per-user: profile, signature, notification preferences. Each person manages their own.
Where to start
Open in Omniflow
Related
| If you want to… | Go to |
|---|---|
| Set business hours and SLA | SLA & Business Hours |
| Read the API | API Reference |
| Run the onboarding checklist | Onboarding Checklist |