Settings

Settings is where administrators control the system-wide behaviour that shapes how Yarken works across financial periods, organisational structure, models, TBM alignment, notifications, currencies, planning setup, AI behaviour, search, branding, and licensing.

This page is intentionally kept as an overview. Use the child pages for detailed setup guidance.

Settings structure

General settings

General settings cover the operating foundation of the environment.

This section includes:

• Financial Years

• Default Settings

• Tenants

• Entities

• Models

• TBM Taxonomy

• Chargeback (Admin Settings)

• Hosting Types

• Notifications

• Workforce Planning (Admin Settings)

• Currencies

• App Personalization

• API Keys

• Form Configuration

• Global Search

AI settings

AI settings control how Ask Yarken and related AI capabilities behave in your environment.

This section includes:

• Ask Yarken (Admin Settings)

• Copilots

• Playbooks

• Knowledge Base

Setup

Setup contains licensing-related configuration.

This section includes:

• Licensing

Before you change settings

Review changes carefully when they affect financial periods, entity access, currencies, planning structure, or AI behaviour.

Some settings influence multiple areas of the product, including dashboards, analytics, planning, reporting, user access, and search behaviour.

Related content

Admin, Users, and Settings

Multi-Entity and Multi-Currency

Manage Ask Yarken settings, Copilots, and Knowledge Base