Choosing Organisation Settings for Subcontractors
After completing your organisation profile, you can select additional settings for your organisation. These settings are optional, and you can change them at any time from the My Organisation Settings page.
To edit your organisation settings:
- Navigate to the My Organisation Settings Page
- From under your organisation name at the top of any page, select My Organisation Settings.
- From the bottom of the My Organisation Profile page, select the My Organisation Settings link.
- Select organisation settings.
- From the Default Date Input Format drop-down, select a date input format the application will use to display date stamps.
- From the Days before passwords expire drop-down menu, select how many days should pass before user passwords expire.
- (Optional) Add segments to organise projects into custom groups.
See the Creating Segments for Subcontractors topic for how to use this feature.
- (Optional) Use the Manage Data Collection button to set up a data consent form.
See the Manage Data Collection Overview topic for more information about this feature.
- Choose additional organisation settings.
For a list of available settings, see the Organisation Administration Overview for Subcontractors and Project Administration Overview for Subcontractors topics.
- Select the Save Changes button.
A Success message appears, confirming you saved the page.
- (Optional) Select the My Organisation Profile link to go to a page to edit your organisation profile.
Last Published Wednesday, July 10, 2024