Organization Data Management

Organization data is maintained through the My Organization Profile and My Organization Settings pages.
Please review the configuration choices that have been setup for your organization to ensure that they align with your expectations.
Organization data can only be modified by users with Enterprise Administrators. Enterprise Administrators are required to use a Two- Factor Authentication (2FA) through their verification phone number to make bank account changes.
General Contractors have access to the Organizational Change Audit Report to review user-initiated changes to their organization data and also to any of the Subcontractors on their projects.
General Contractors can create organization level holds to better protect Subcontractor organizations. Automatic organization level holds are triggered when select organizational data is edited on the Subcontractor's My Organization Profile page.
See the About Organization Level Holds help topic for more information.

For more information on security, see the Security Best Practices for General Contractors topic.