General Settings allow admins to configure organization-wide preferences, user access, permissions, communication, uploads, and the Home Page experience.
Admins can configure default organization settings, control access and permissions, manage file and image uploads, and customize the Home Page.
Accessing General Settings
To access the General Settings:
Go to Admin Center.
Select Settings
Select General Settings.
From here, you can configure the available organization and user settings.
General Preferences
These settings define your organization’s basic Teamflect preferences, such as the fiscal year, default language, landing page, and Help Beacon.
Setting | Current option shown | Purpose |
January | Defines which month your organization's fiscal year begins. | |
English | Determines the default language assigned to newly added users. | |
Home | Determines which page users see when they first open Teamflect. | |
Show help beacon | Determines whether the Help Beacon is displayed within the Teamflect application. |
General Settings
These settings control how Teamflect is used across your organization, including access, permissions, communication, uploads, and other features.
Setting | When ON | When OFF | Use case |
Feedback and Reviews can be automatically translated so users can read and respond in their own language. The original text is always retained. | 360-Degree Feedback is not available to users. | Use this when you want to collect feedback from multiple working relationships as part of a performance or development process. | |
Managers cannot access private data belonging to their direct reports, such as private goals, private feedback, and private notes. | Managers retain access according to the applicable permissions. | Enable this when you want to restrict managers' access to their direct reports' private information. | |
People without a Microsoft 365 account can be added to Teamflect and sign in using a username or email. | Users are expected to have a Microsoft 365 account to access Teamflect. | Enable this when your organization has users who do not have Microsoft 365 accounts. | |
Managers can view dashboards showing their direct reports' activity, goals, reviews, and performance insights. | Managers cannot access team performance reports. | Enable this when managers should have visibility into their team's performance. | |
Non-admin users are opted out of Teamflect marketing emails. | Non-admin users may receive Teamflect marketing emails. | Enable this when you do not want non-admin users to receive Teamflect marketing communications. | |
Users can upload images when adding comments. | Users cannot upload images in comments. | Enable this when users need to share screenshots or other visual information in comments. | |
Users can upload file attachments where attachments are supported. | Users cannot upload file attachments. | Enable this when users need to share documents or other files in Teamflect. | |
Teamflect Administrator emails can be shared with non-admin users. | Administrator emails are not shared with non-admin users. | Enable this when important Teamflect administrator communications should reach non-admin users. | |
Users can search for other users in Teamflect. | Users cannot use User Search. | Enable this when employees should be able to find other users across the organization. | |
A custom message is displayed when a user attempts to log in but is not included in the active user list. | The default login error behavior is used. | Enable this when you want to provide users with customized instructions when their account is not active. | |
Allow users to upload files to their personal profiles | Users can upload files to their personal profiles. | Users cannot upload files to their personal profiles. | Enable this when employees need to store or share files from their profiles. |
The Teamflect Home Page is available to users. | The Home Page is not available to users. | Enable this when you want to provide users with a centralized Teamflect landing experience. | |
Admins can customize Home Page blocks with content such as company news, mission, vision, and other information. | Customizable Home Page blocks are not available. | Enable this when you want to use the Home Page to keep employees aligned and informed. |
Recommended Configuration
The best configuration depends on your organization's structure, access requirements, and communication needs.
For organizations with strict privacy requirements
Consider enabling Disable managers' access to the private data of their direct reports when managers should not have access to private goals, feedback, notes, or other private information.
For organizations with non-Microsoft 365 users
Enable Allow users without a Microsoft 365 account when users need to access Teamflect without a Microsoft 365 account.
For multilingual organizations
Consider enabling Automatic translation for Feedback & Reviews when employees regularly communicate in different languages.
For manager visibility
Enable Enable managers to access team performance reports when managers should be able to monitor their direct reports' activity, goals, reviews, and performance insights.
For centralized company communication
Keep the Home Page enabled and turn on Enable customizable blocks in Home Page to share company news, mission, vision, announcements, and other important information.
Final Thoughts
General Settings allow admins to configure Teamflect according to their organization's needs, from user access and privacy to communication, file uploads, manager permissions, and the Home Page.
We recommend reviewing these settings regularly to ensure they continue to align with your organization's requirements.