Organization and Project Settings: Fine Tune the Application

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Martin Večeřa

Organization and Project Settings provide you the gateway to some useful features of Lumeer.

First and foremost, you can find user and team management there. This is the same for both the organization, and the project. Please refer to the linked article for detailed description of user management.

To understand specific details about how data are organized, read Basic principles.

Now, let’s have a look on specific details of organization and project settings.

Organization and project settings are accessible from the respective menu in the top left corner of the screen.

how to access organization and project settings

Organization Settings

In the organization settings, you can enter your invoicing contact and upgrade your subscription.

organization settings of invoicing contacts

You can also see a list of previous orders, their validity, and you can add more users to your existing subscription.

However, if you preferred a different payment method than by a credit card or you want an individual quote, please get in touch with us.

list of previous orders

Project Settings

As it was already mentioned, in the project settings, you can manage users and teams specific for the particular team.

There are two additional settings. The first one describes sequences – variables, or properties that can be used as counters in automations. The sequences are automatically increased and in the project settings, you can set their current values.

This is mostly used when setting their initial value.

sequences in project settings

The other setting allows you to publish the whole project and embed it to any website. Please read the linked article to see all the details. But remember that this is a danger zone – anyone can then gain read access to all your data.

What’s Next?

On our roadmap, we plan to add custom variables that can safely store constants and passwords for automations. Moreover, we will be adding SMTP settings to send emails from automations via your own servers.

We also plan to add public views which will allow you to embed or publish only a single view. That way, you will be able to, for example, create a form for your clients to input some data.