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.

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.

Settings structure

Platform settings

Platform settings cover the operating foundation of the environment.

This section includes:

• Financial Years

• Default Settings

• Custom Branding

• Tenants

• Entities

• Models

• API Keys

Taxonomy

• TBM Taxonomy

• Manage Cloud Providers and Service Category mapping

• Hosting Types

Finance

• Currencies

• Chargeback (Admin Settings)

• RAG Threshold

Planning

• Workforce Planning (Admin Settings)

• Form Configuration

Contracts

• Contract settings

Notifications

• Notification Channels

• Notification Channels Groups

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

• Lookup Search

License setup

Setup contains licensing-related configuration.

• Licensing

Privacy

• License usage privacy

Related content

• Admin, Users, and Settings

• Multi-Entity and Multi-Currency

• Manage Ask Yarken settings, Copilots, and Knowledge Base