The Settings section is the core of your application’s configurations, the place where you can customize every detail to suit your needs. Here you will find everything you need to manage privacy, optimize workflows, create and edit custom fields, and configure login options such as SSO (Single Sign-On) and 2FA (Two-Factor Authentication).
With an intuitive interface and advanced tools, Welcomin gives you maximum control to ensure a smooth and secure experience. Whether you want to improve user access, refine the onboarding flow, or manage essential settings, this section will guide you step by step toward the ideal configuration.
You can quickly access the Settings area by clicking on the item located at the top right of the Header Bar.
This menu includes a series of widgets that provide access to the configuration of various Welcomin areas, such as:
- Privacy
- Workflow Step Creation
- Add Company Users
- Profile Fields
On the left side, you will find the list of main settings sections:
- Get Started
- General
- Messages
- Workflows
- People
- Contracts
- DMS
- Privacy and Security
- Customizable Fields
- External Systems
By clicking on each of them, you can access the dedicated submenus and configure the corresponding settings.
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