Configuration

Configuring Fluxjiva for Your Needs

Fluxjiva offers extensive configuration options to tailor the platform to your specific requirements. This guide covers the key configuration areas and how to customize them.

User Management

Adding Users

To add users to your Fluxjiva account:

1. Navigate to Settings > User Management
2. Click "Invite User"
3. Enter the user's email address
4. Select the appropriate role (Admin, Analyst, Viewer)
5. Choose which projects the user can access
6. Click "Send Invitation"

The user will receive an email invitation to join your Fluxjiva account.

User Roles and Permissions

Fluxjiva offers three predefined roles:

• Admin: Full access to all features, including user management and billing
• Analyst: Can create and run analyses, but cannot manage users or billing
• Viewer: Can view analyses and insights, but cannot create or modify them

Enterprise customers can create custom roles with granular permissions.

Project Settings

General Settings

To configure general project settings:

1. Navigate to the project
2. Click "Settings" in the left sidebar
3. Update the project name, description, or industry category
4. Configure project-specific preferences
5. Save your changes

Analysis Defaults

You can set default parameters for analyses in your project:

1. Navigate to the project
2. Click "Settings" > "Analysis Defaults"
3. Configure default settings for:
   • Data cleaning rules
   • Feature engineering preferences
   • Model selection criteria
   • Visualization styles
4. Save your changes

These defaults will be applied to new analyses but can be overridden for individual analyses.

Data Integration Configuration

Connection Settings

To configure data connection settings:

1. Navigate to "Data Sources" in your project
2. Select the data source you want to configure
3. Click "Settings"
4. Update connection parameters as needed
5. Save your changes

Data Refresh Configuration

To set up automatic data refreshes:

1. Navigate to "Data Sources" in your project
2. Select the data source you want to configure
3. Click "Refresh Settings"
4. Choose a refresh frequency (daily, weekly, monthly)
5. Set the specific time for the refresh
6. Configure notification preferences
7. Save your settings

Notification Settings

Email Notifications

To configure email notifications:

1. Navigate to Settings > Notifications
2. Select which events should trigger notifications:
   • Analysis completion
   • Data refresh completion
   • Error alerts
   • User activity
3. Choose notification frequency (immediate, daily digest, weekly digest)
4. Save your preferences

Slack Integration

To set up Slack notifications (Professional and Enterprise plans):

1. Navigate to Settings > Integrations
2. Click "Connect" next to Slack
3. Authorize Fluxjiva to access your Slack workspace
4. Select the channel for notifications
5. Configure which events should trigger Slack notifications
6. Save your settings

Security Configuration

Authentication Settings

To configure authentication settings (Enterprise plan):

1. Navigate to Settings > Security
2. Configure password policies:
   • Minimum password length
   • Password complexity requirements
   • Password expiration
3. Set up multi-factor authentication requirements
4. Configure session timeout settings
5. Save your changes

Single Sign-On (SSO)

To set up SSO (Enterprise plan):

1. Navigate to Settings > Security > Single Sign-On
2. Select your identity provider (Okta, Azure AD, Google Workspace, etc.)
3. Configure the connection settings:
   • SSO URL
   • Certificate
   • Attribute mapping
4. Test the SSO connection
5. Enable SSO for your organization

Appearance and Branding

Custom Branding

To customize the appearance of Fluxjiva (Professional and Enterprise plans):

1. Navigate to Settings > Appearance
2. Upload your company logo
3. Set primary and secondary colors
4. Customize the email template
5. Preview the changes
6. Save your branding settings

Dashboard Themes

To set default dashboard themes:

1. Navigate to Settings > Appearance > Dashboard Themes
2. Select a predefined theme or create a custom theme
3. Configure chart colors, fonts, and styles
4. Set as the default theme for new dashboards
5. Save your settings

API Configuration

API Keys

To manage API keys:

1. Navigate to Settings > API Keys
2. View existing API keys
3. Generate new API keys
4. Set permissions and expiration for each key
5. Revoke keys that are no longer needed

Webhooks

To configure webhooks (Professional and Enterprise plans):

1. Navigate to Settings > Webhooks
2. Click "Add Webhook"
3. Enter the webhook URL
4. Select the events that should trigger the webhook
5. Configure the payload format
6. Test the webhook
7. Save your configuration