Organization Setup

Organization settings are available to Owner and Admin roles under Administration → Organization 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

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)

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

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)