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Settings

The Settings section allows you to configure essential aspects of your workspace—from branding and security to user authentication and metadata. This is where you define how your organization experiences and interacts with the platform.

To access the settings, go to Account > Settings from the top navigation bar.

Settings Tools​

Overview​

In the Overview tab, you can manage the appearance and branding of your workspace, including the homepage users see when they log in.

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Account Identity​

  • Account Name: Set your organization’s name.
  • Logo Web / Logo Mobile: Upload custom logos for desktop and mobile views.
  • Background: Upload a custom image for the login screen background.
  • Default CSS: Apply a global CSS file to define the design of all interfaces.

Home Page Identity​

  • Show Hero: Toggle the visibility of the homepage banner section.
  • H1 Title / H2 Title: Customize the main headings displayed on the homepage.
  • Hero Background URL: Set the background image shown in the homepage banner.
  • Styling: Align homepage content to the left, center, or right.

These settings ensure consistency and alignment with your internal brand guidelines.

Versions​

  • Server Version: Indicates the backend version in use.
  • IDE Version: Displays the version of the interface development environment (IDE).

Metadata​

The Metadata tab allows you to enrich user profiles with custom attributes such as department, region, or seniority level. These fields can control visibility, drive workflow logic, or personalize user interfaces.

You can create, update, or delete metadata fields under Settings -> Meta Data.

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Creating Metadata​

To create a new metadata field:

  1. Go to Account -> Settings, then open the Meta Data tab.
  2. Click the Create Meta Data at the top right.
  3. Fill in the required details:
  • Name: The internal name of the metadata field.
  • Type: Choose from:
    • String
    • Number
    • Boolean
    • Custom List (single select)
    • Custom List (multi-select)
    • Collection (single select)
    • Collection (multi-select)
    • User Picker

For Custom List, specify the list name.
For Collection, define the collection name, label, and value fields.

Click Save Meta Data to finalize the metadata creation.

Updating Metadata​

To modify existing metadata:

  1. In the Meta Data tab, find the field you wish to update.
  2. Modify its name, type, or associated values.
  3. Click Save Meta Data to apply changes.

Deleting Metadata​

To delete a metadata field:

  1. In the Meta Data list, locate the item to remove.
  2. Click the trash icon.
  3. Confirm the deletion when prompted.

⚠️ Caution: Deleting metadata used in workflows or access rules may disrupt platform behavior.

Volt​

Volt is Softyflow’s secure vault for storing sensitive variables and secrets required across your platform.

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What you can store:​

  • API keys
  • Authentication tokens
  • Database credentials
  • Encryption secrets
  • Webhook tokens or client secrets

Key Features:​

  • Encrypted Storage: All values are encrypted and never exposed in plain text.
  • Name-based Access: Secrets are referenced by name only.
  • Supported Use Cases:
    • API configurations
    • Workflow steps (e.g., HTTP tokens)
    • Custom scripts (JavaScript, SQL, PDF generation)
    • External integrations (SMTP, GraphQL, third-party APIs)
  • Environment Isolation: Define separate secrets for TEST, UAT, and PROD.
  • Role-based Access Control: Only authorized users can manage secrets.
  • Failover Mechanism: Supports fallback and retry if a secret is missing.
  • Auditing: All secret access is logged for traceability.

Access Path: Account → Settings → Volt

Volt centralizes sensitive value management, ensuring security and consistency across applications.

Secret Keys​

The Secret Keys section stores credentials and API keys required by integrated third-party services or UI components.

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These secrets are used in various parts of the platform, such as forms or automation scripts, and are always encrypted.

Use Cases​

  • reCAPTCHA V3: Prevents bot submissions in forms.
  • Google Spreadsheet: Enables export of form/report data.
  • Google Drive Picker: Lets users select files from Google Drive within forms.
  • OpenAI: Connects to AI services like text generation or enrichment.

Fields Per Provider​

  • reCAPTCHA V3

    • Site Key
    • Secret Key
    • Score Threshold

  • OpenAI

    • API Key

  • Google Spreadsheet Export

    • Client ID
    • Client Secret
    • API Key

🔒 Security: These credentials are encrypted. Only admins with the proper permissions can access or modify them.

How to configure

  1. Go to Account → Settings → Secret Keys
  2. Fill in the fields with credentials provided by the third-party service
  3. Click Save Keys

Once saved, these credentials can be used securely via platform variables, scripts, or connectors.