General Organization Settings

These general settings allow you to configure miscellaneous settings for your organization:

  • Organization Name: This is the name of your organization as it is displayed across FTE Tree. When you update it here, it will be updated across your entire account, including the account name for your billing.

  • Time Zone: Please select which time zone you are located in. Within FTE Tree, we customize dates and times to be displayed in your time zone. We do not try to guess or otherwise figure out your time zone, but rather just explicitly ask you. When your account is first created, it defaults to the organization's default time zone. You may change this at any time.

  • Settings Message: This is a general message we display when a user either attempts to access a page they may not have access to, or there is otherwise no data available for them to view on that page. It is a helpful place to provide the contact name of someone who can provide the needed access or guide them to your company's help desk.

Organization Users

Organization users are the individual users who you have given permission to access your organization's account. Each user has their own account, independent of your organization's account, allowing them to be part of multiple organizations. You can remove a user's access at any time, and they will immediately lose access.

Inviting New Users

Users are added through an invitation process. The invitation includes the user's email address and a set of permissions. Once the invitation is sent, the user receives an email inviting them to your organization.

  • If the user already has an account with FTE Tree and has verified the email, they will be automatically added to your organization.
  • If not, they must create a new account and verify their email to gain access.

Invitation Settings

The following settings control how invitations are managed:

  • Default Optional Additional Message to User in Invite Email: Sets a default message for new user invitations. You can update this message before sending each invitation.

  • Invite Reminder Email Days: Sets the number of days between reminder emails. For example, a value of 3 means a reminder will be sent 72 hours after the first email. Defaults to 3 days.

  • Invite Reminder Email Days Back-off: Increases the delay between reminder emails. The value is compounded. For example, with a 3-day reminder interval and a 1-day back-off, reminders will be sent on days 3, 7, and 12. Defaults to 1 day.

  • Invite Reminder Email Total: Limits the total number of emails sent to a user. Includes the first email and reminders. A value of 0 means no emails will be sent. Defaults to 5 emails.

  • Invite Reminder Email Business Days Only: Counts only business days (M-F) between reminder emails. Disabling this option will use calendar days instead. Defaults to True.

  • User Invitation Days Open: Limits the number of days an invitation is open. After this period, the invitation will be canceled. Defaults to 15 days, with a maximum of 30 days.

Security Settings for Users

  • Require Two-Factor Authorization: Requires users to have two-factor authorization enabled to access your organization's data. If a user disables two-factor authorization while this option is enabled, they will lose access. We strongly encourage enabling two-factor authorization for security. For more details, see Authentication and Security.

  • SSO and Domain Restrictions: You can require users to authenticate through specific identity providers and restrict email domains to your corporate domain. See Authentication and Security for full details.

Approval Delegations

Approval delegations allow one user to approve requests on behalf of another user. This is useful when an approver is on vacation, out of office, or needs a trusted delegate to handle approvals on an ongoing basis.

How It Works

When a delegation is active, the delegate will see the delegator's approval requests in their own dashboard and approval lists. They can approve, deny, or take any action just as the original approver would.

Admin Management

Administrators with the "All Settings" permission can manage all delegations from Settings > User Settings > Approval Delegations. Administrators can create delegations between any two users in the organization.

Self-Service Delegation

If enabled by your organization, users can create their own delegations without admin involvement. To enable this feature, navigate to Settings > Organization Settings and enable Allow Self-Service Delegation. When enabled, users who are assigned as approvers in any approval workflow can create delegations where they are the delegator, allowing them to delegate their own approvals to another user.

Delegation Fields

  • Delegator: The user whose approval requests will be handled by the delegate.
  • Delegate: The user who will be approving requests on behalf of the delegator.
  • Start Date: The date when the delegation becomes active.
  • End Date: The date when the delegation expires. Leave this blank for a delegation with no expiration.
  • Active: Whether the delegation is currently enabled. Deactivating a delegation pauses it without deleting it.
  • Reason: An optional note explaining the purpose of the delegation.

A user cannot delegate to themselves, and each delegator/delegate pair can only have one record. Delegation does not bypass separation of duties: a delegate who is also the requester of a request cannot approve that request through delegation.

Need Help?

If you have any questions about configuring your organization or managing users, please contact us or email us at support@ftetree.com.