The Settings section contains 6 sub-sections:

Organization Profile

Under the organization profile you can view and edit various details such as the organization name, time zone, and date format.

Note that the organization name can be edited by the owner or admins only.

The time zone of your organization is taken into consideration when you configure a schedule trigger or include a delay in your flows. The flow will execute based on your organization's time zone.

If you are part of multiple organizations, you can switch to another organization by clicking the organization name on the top bar.

Alternatively, click your profile picture in the top right corner. In My Organizations, click Manage. Here, you can view more details such as all the organizations that you are part of, your role, organization ID, and created date. You can:

Access Organization

Set as Default

Leave Organization

Delete Organization

History

View the history of all flow executions in your organization here. Click a particular execution to see all the steps of the flow and their input and output details.

The filters on the right allow you to view a customized list of executions sorted by flows, status, and date.

Understanding execution statuses

Connections

A connection is an app account that Zoho Flow has permission to exchange data with. For example, you can connect your Trello account or your team's Gmail account to Zoho Flow.

Create a connection

To create an app connection:

1. Go to Settings > Connections.
   
2. Click Create Connection.
   
   
3. In the configuration window that appears, choose an app and click Next.
   
4. Enter the connection name. This is the name of your app account on Zoho Flow. E.g.: HubSpot team account, My Trello account
   
5. You can edit your connection name any time by clicking the edit icon.
   
   
6. Enter any other details required to create a connection. This varies by app as different apps have different authentication requirements.
   
7. For some apps, you may be able to choose whether the connection can be used for all triggers and actions or only for a selected few.
   
8. Click Authorize.
   

Note: You can create multiple connections for the same app. For example, you can connect your personal and professional Gmail accounts to Zoho Flow.

Share or unshare connection

Your app connection is private by default. Sharing a connection makes it available to all members of your organization. They can access, create, and update data by using the connection in flows.

Click Share to share the connection with your organization members.

Unsharing a connection denies all other users access and makes it private again. Flows using the connection will continue to access, create, and update data using the connection.

Click Unshare to make the connection private.

Test connection

An invalid connection causes your flow to fail. Click Test to check whether your connection is working correctly. If you do not see a success message, try reconnecting or creating a new connection.

Reconnect connection

Reconnect if your connection has an issue or if you want to change the triggers and actions that can use this flow (for selected apps only).

Click Reconnect, make the necessary changes, and click Authorize.

Delete connection

Deleting a connection removes it permanently. If you delete a connection, flows using it will fail. Actions previously executed by the flow with the connection won't be affected.

Click the delete icon for the connection you want to remove from your organization.

Transfer ownership of connections 

Transferring connections can be useful, and can keep your flows running uninterrupted, especially in the following scenarios like:

• When a member leaves your team or organization, and you need to stop using their credentials to maintain the connections used in your flows.
• When a member no longer uses an app, and another member wants to use the app account using their own credentials.
  
• When the app's licensing changes and access shifts to a different user.
  

Transferring ownership of a connection 

A connection can be transferred only by that connection's owner, the organization owner, or the admins. To do so:

1. Navigate to Settings > Connections.
   
2. Select the connections you want to transfer using the selection check box, then click Transfer Ownership.
   
   
   
   
3. In the dialog box that follows, select the member you want to transfer the connection to and click Transfer.
   
   
   
   

Note:

1. The selected connections will be listed under PENDING OWNERSHIP TRANSFER until the recipient accepts them.
   
2. If the recipient leaves the organization before accepting the transfer, the original owner can share the connection with another member or to themselves.
   

Claiming ownership of a connection 

If a connection has been transferred to you, log in to your Zoho Flow account and follow these steps:

1. Navigate to Settings > Connections. At the top of the list, you'll find the connections that members transferred to you under PENDING OWNERSHIP TRANSFER. Click Reconfigure next to the connection you want to claim — only the recipient sees this option on their own connections page.
   
   
   
   
2. In the window that opens, sign in to your account for the app and authorize the connection. Click Authorize.
   

After you reconfigure the connection, review every flow that uses it. Pay attention to:

• Field mappings that reference account-specific values (e.g., project IDs, workspace selectors, channel names)

• Trigger conditions that may filter on user-specific fields

• Any custom function logic that depends on the previous owner's account
  

Once the new owner accepts the transfer, they have full control of the connection, and the original owner loses access to it. The new owner can re-share the connection with the previous owner later, if needed.

 Important tips: 

• Only a connection owner/organization owner/admin can transfer or delete a connection.

• Removing or deactivating a member from an organization without transferring their connections will disable any live flows using those connections, invalidate them, and delete any unused connections.
  

• You can only transfer up to 30 connections at a time.
  

There are three types of organization members in Zoho Flow: owners, admins, and users. You can create an organization and belong to multiple organizations.

Roles and Permissions

Owners

By default, the person who creates an organization is the owner. As the owner, you can:

• Modify the organization name
  
• Add or remove members
  
• Change roles of members
  
• Create, edit, and delete flows
  
• Create, test, delete, and reconnect app connections
  
• View audit trail
  

Admins

As an admin, you can:

• Modify the organization name
  
• Add or remove members
  
• Change roles of members
  
• Create, edit, and delete flows
  
• Create, test, delete, and reconnect app connections
  
• View audit trail
  

Users

As a user you can:

• Create, edit, and delete flows
  
• Create, test, delete, and reconnect app connections
  
  

Managing Members

The owner or admin can manage the members of the organization.

Add member

To add a member to your Zoho Flow organization:

1. Go to Settings > Members
   
2. Click Add Member in the top right.
   
   
3. Enter the name, email address, and role of the new member and click Send to invite them.
   
4. You will be notified by email when the member accepts your invitation.
   
5. To change the role of a member, click on the current role. Choose the new role from the dropdown.
   
   
   
6. View the list of confirmed or pending members by choosing one of these options from the dropdown.
   
   

Deactivate or activate member

Deactivating a member restricts them from accessing your Zoho Flow organization.

Select the checkbox for the required user and click Deactivate. To activate the member again, select the checkbox for the user and click Activate.

Remove member

Removing a member denies them access to your organization until they are invited again. This feature is particularly useful when you want to invite a client or an employee from another team to work in your Zoho Flow organization for a limited period of time.

To remove a member or an invitee, select the checkbox for the user and click Delete.

Audit Trail

The audit trail is an organization-wide log of activities. Use it to track what is happening in your Flow organization. To view activities for a specific period only, use the filter option on the right.

Note: This subsection will only be visible to the owner and admins of the organization.

Support Access

Enabling support access allows the Zoho Flow team to use your connections to edit and debug your flows.

Click the checkbox next to Allow support access to grant the Zoho Flow team access to the connections in your organization.

Note: 

• Flow-level settings can override organization-wide notification settings for specific flows.

• Org owners and admins can view and configure all flows in the organization.

• Other users can view and manage only their own flows.