Choosing Organization Settings for Subcontractors
After completing your organization profile, you can select additional settings for your organization. These settings are optional, and you can change them at any time from the My Organization Settings page.
To edit your organization settings:
- Navigate to the My Organization Settings Page
- From under your organization name at the top of any page, select My Organization Settings.
- From the bottom of the My Organization Profile page, select the My Organization Settings link.
- Select organization 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 organize projects into custom groups.
See the Creating a Segment 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 organization settings.
For a list of available settings, see the Organization 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 Organization Profile link to go to a page to edit your organization profile.
Last Published Wednesday, July 10, 2024