Fluid.Work Support

System Settings 1

• General Settings

Data Administration Settings 3

• Custom Properties
• Global Themes
• Metadata Management

User Management Settings 6

• User Management
• User Administration: Security Roles
• Inviting Team Members
• Team Sign Up
• Recommend Enterprise Security Settings

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Financial Administration 6

• Project Details Upload
• Resource Plan Bulk Upload
• Currency & Rates Management
• Rate Card Management
• Expense Type Management

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Project Settings 4

• Activity Setup
• Project Type Management
• Portfolio Management
• Configure Project Dashboards

Integrations 5

• Setup SCIM Identity Syncronization (Azure AD)
• Fluid SSO – Azure AD
• Creating a Personal Access Token
• Create a list of Fluid Projects in SharePoint as an Excel file using Power Apps
• Import users from Azure AD using SCIM