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Settings

Settings is where you configure account and application preferences for your tenant — single sign-on, cross-product integration, the AI Assistant, alerting, and the thresholds that drive recommendations. Settings is organized into tabs.

Tabs​

  • SSO — Enable single sign-on with a corporate identity provider
  • Menu Labels — Rename navigation labels to match your organization's vocabulary
  • AI Assistant — Configure the LLM provider that powers the AI Assistant
  • Alert Settings — Defaults for the alerting engine
  • Integration — Accept sign-in hand-offs from sibling Beak products
  • Recommendation Thresholds — Tune when recommendations are triggered
  • Executive View — Preferences for the Modern executive layout
  • Workspace — Capacity baseline and request defaults for Workspaces
  • Security — Security preferences

SSO​

The SSO tab enables sign-in with a corporate identity provider (Microsoft Azure AD). When disabled, local email/password login is used. Enable it, then supply the Client ID, Client Secret, Azure Tenant ID, and a Default Role for SSO Users, and click Save SSO Settings.

Note: Local email/password login continues to work regardless of the SSO setting.

Integration​

The Integration tab configures cross-Beak single sign-on hand-off — letting a user click "Open FinOps" from a sibling Beak product (ELM, M365 Lite, …) and be signed in automatically. It uses a shared secret that must match on both sides.

AI Assistant​

The AI Assistant tab connects the assistant to a language-model provider. Pick a provider (Azure OpenAI, OpenAI, or Anthropic), set the model name, and paste the API key. Once saved, the AI Assistant becomes available.

Recommendation Thresholds​

The Recommendation Thresholds tab controls how aggressively recommendations are generated. Pick a Quick setup profile — Conservative, Balanced (recommended default), or Aggressive — to set several high-impact thresholds at once, or expand Advanced settings to tune individual fields. Changes apply on the next recommendation generation.

Workspace​

The Workspace tab holds the baseline values that Workspaces measures against — the Workspace Summary and New Workspace Requests both read from them.

Workspace defaults

  • Total workspaces available — The pool you have procured. Active Capacity on the Workspace Summary reports usage against this number, so leaving it unset leaves that tile without a denominator.
  • Default request duration — The length, and its unit, pre-filled on a new workspace request.

Follow-up Notification Channels below it chooses where approve and reject decisions are announced.

Note: The rule that maps a workspace to its Azure resource group is not here — it is per company, under Companies → your company → Credentials → Workspaces → Resource-group correlation. That rule is what populates the cost columns across the Workspaces section; see Companies.

Best Practices​

  • Start with Balanced thresholds — It catches most real opportunities without excessive noise; move to Conservative or Aggressive only if the volume is wrong for your team
  • Rotate the SSO secret — Generate the shared integration secret securely and rotate it periodically
  • Record changes — Every settings change is captured in Audit History