Workspace
General configuration of the FoxPlan workspace (name, status, company, public ideas capacity, administrator).
Project archiving
Archive a project to remove it from the entire application without deleting it, and restore it at any time from the workspace Archive tab.
Calendar
Define the workspace calendars — weekly capacity, exception days and the timesheet entry unit.
User administration
Manage users and generic resources at the workspace level.
Workspace members
Manage workspace (environment) members and their global roles (Administrator, Workspace manager, Workspace reader, Contributor, Member).
Resource description
Define the workspace profile and competency lists, assign them to resources, and use them to find who to put on a task.
User access
Configure profiles, groups, menu access, feature access, shared favorites and project templates at the workspace level.
Custom fields
Define business attributes on projects, cards, stories, risks, decisions and other FoxPlan entities.
Budget
Configure the currency, the cut-off date, budget versions, displayed columns and default resource rates.
Timesheet
Configure time reporting: closure date, timesheet validation, actual types and absence types.
API usage guide
Integrate FoxPlan into your applications via the REST API.
Notifications
Review the log of notifications sent to the workspace users, and find out where their emission is actually configured.
Connectors (Marketplace)
Install, configure and monitor FoxPlan connectors (Slack, Teams, Google Chat, Jira, HubSpot, Odoo, SAP, Sage, Cegid, Pennylane, HiBob, Infor M3, Everwin, Zapier, Make, n8n, Power Automate, Workato) from the marketplace.
iPaaS middleware (Zapier, Make, n8n, Power Automate, Workato)
Connect FoxPlan to any tool without code using Zapier, Make, n8n, Microsoft Power Automate or Workato — outbound events by webhook, inbound actions through the REST API.
Jira connector
Connect FoxPlan to Jira, attach a Jira project, map the statuses and run the ticket import.
Datamart
Trigger and schedule the generation of the workspace analytical datamart.
Client
Customise commercial documents (pre-invoice, quote, pre-contract) and the payment terms and billing terms lists.
Enterprise SSO & MFA
Configure SSO (OIDC) and MFA authentication for your organization.
FoxPlan Agentic AI
Configure and use FoxPlan's agentic AI — AI engine (provider, model, API key), per-channel operation authorizations, request history and consumption summary.
Support
Track your FoxPlan support tickets (questions, incidents, enhancements) through a dedicated Kanban board.
Foxplan account
Manage the company holding the FoxPlan account: identity, administrators, SSO/MFA, licences, mass import/export, danger zone.
Email log
Track the emails actually sent to your users, their status, and the health of the sending platform.