Settings

Manage Blissfully's configuration.

Integrations

Blissfully can integrate with a wide range of data sources. Broadly, we divide integrations into a few categories, although some integrations, like our basic G Suite integration, provide functionality from many categories.

The more integrations you tie together with Blissfully, the more complete the picture of your organization we will be able to present to you, and the more work we can take off your plate.

For details on each integration, head to its respective category page or individual page:

Users

Blissfully is designed to be a resource for everyone in your organization, but those explicitly invited into application are granted greater control. As an Admin, you can control who has access to Blissfully, and in what capacity, by visiting the Users page.‚Äč

We categorize everyone in your organization into one of the following roles:

  • Admin

  • Member

  • Employee

Admin

Admins have the most control over Blissfully, and are allowed to perform any operation. Chiefly, Admins are uniquely capable of:

  • Add/remove/modify invited users in Blissfully

  • Launch onboarding/offboarding workflows

  • Modify account settings

  • Manage account billing

Additionally, Admins can:

  • View/mange all data in Blissfully

  • Integrate external applications

Member

Members are invited users of Blissfully that have access to view & manage all data in Blissfully, can define & launch workflows (excluding on/off boarding)

Employees

Employees have the most limited scope: they are allowed to view their own data (the apps they do use, could use, or are identified as a billing owner on). Employees do not have access to Blissfully's normal application; rather, they interface through a focused, limited Employee Portal.

Team Lead

Team leads are like Members with limited visibility. In particular, they are allowed to view & manage all data related to People and Apps that are part of their Team. They cannot however access the broader Blissfully data set, nor connect/disconnect integrations.

General

Organization

Name - We default to using your organization's domain name to refer to it, but if you prefer something different, you can control that here.

Logo - Upload your brand icon so we can use it brand emails we send on your behalf, and how your Employee Portal looks.

IT Lead - Elect an IT Lead that Blissfully will use as a fallback to assign various tasks & requests to when we cannot determine a more appropriate person. We strongly recommend filling in an IT Lead.

Custom Properties

Define new types of vendor/app or person metadata you'd like to track.

SSO

Select and configure a SSO provider like Okta.

Billing

View your subscription information, billing history, or payment method.