Organization Setup
Organization settings are available to Admin and Platform Admin roles under Settings.
Company Profile
The company profile populates generated documents including pay application cover sheets and compliance certificates.
| Field | Description |
|---|---|
| Organization Name | Legal company name |
| DBA | Doing-business-as name, if different |
| Business Address | Primary office address |
| Phone | Main business phone |
| License Number | Contractor license (state-issued) |
| Insurance Policy # | General liability policy number |
| Logo | Uploaded image used on generated PDFs |
Project Defaults
Set defaults that pre-populate every new project:
- Default cost code structure — choose CSSI, MasterFormat, or a custom code set
- Default timezone — applied to all date/time stamps on field reports
- Working days — select which days of the week count toward schedule calculations
- Document retention — how long expired compliance documents remain accessible (30, 60, 90, or 180 days)
Notification Preferences
Configure email digests and alert thresholds:
- Compliance alerts — how many days before document expiration to send warnings (default: 30 days, 7 days, day-of)
- Daily report digest — morning summary of previous day’s field reports, sent to selected roles
- Budget alerts — notify when any cost code exceeds a configurable variance threshold
- Certification milestone — email when a certification advances or requires action
Data & Security
These settings affect all users in your organization. Confirm changes with your IT administrator before modifying security policies.
- Session timeout — idle session expiration in minutes (default: 60)
- Two-factor authentication — require 2FA for all users, admins only, or make it optional
- SSO enforcement — if SSO is configured, require all users to authenticate via SSO (disables password login)
- IP allowlist — restrict access to specific IP ranges (useful for VPN-required workflows)
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