Edit Company (General Tab)

To complete the General tab:

In this field:	Do this:
Name	Enter a company name, up to 64 characters. It can include alphanumeric characters, spaces, and punctuation.
Short Name	Enter a one-word short name, up to 60 characters. The Short Name is a unique, one-word abbreviated form of your company name, and is used throughout the system in place of the company name. (For example, uDesigner-created business processes and on logs that identify partner companies.)
Description	Enter a company description. This is displayed on the Administration Mode home page. This can be especially useful for identifying partner companies, such as subcontractors or vendors.
Contact Name	Click Select, then select a user from the User/Group picker. This name is displayed on the Company Home Page in Administration and User Modes. The list is generated from the list of active users in the Company Users log.
DUNS	Enter the nine-digit Dunn & Bradstreet business identification number.
Home Page URL	Enter the URL of your company's web site, displayed on the Company Home Page as a hyperlink.
Help URL	Enter an additional URL to point to internal documentation regarding company policies or practices, an intranet site, or other internal information that you choose. This is displayed on the Company Home Page as a hyperlink.
Status (read-only)	Company status is controlled by the Site Administrator.
Image	Similar to the Image field in the Shell properties, this field allows you to include a picture that represents the company.
Authentication Key or Re-Enter Authentication Key Note: This field is available for the Site Administrator, only, and the Site Administrator is the only person who can change the value.	The Authentication Key provides a means of gaining access to the company that you are signing in to. This key was set up at the time the company was configured. For Unifier Cloud customers, the Cloud Administrators will need to enter a unique key to manage the cloud administration services. The current key is stored in an encrypted format and can be changed as needed. If a key has already been assigned to the company, it will not be displayed in the field; the field will appear blank. Re-enter the key in the following field to confirm it. This field is not available on the General tab, for the company administrator. The company administrator must access the Integration Users sub-node to access the authentication key. Read "Changing the Authentication Key" below for more details.
Bid Management Account	Enter the account name of the user who will be managing the bids that your company receives. This is the account that will contain the bidder's preferences you specify when you create the bid management account. Refer to the Unifier Administration Help for more details.
Owner	Selecting this option allows a company to sponsor projects or shells, and is controlled by the Site Administrator. The checkbox will not be selected if the company is a partner company that is not authorized to sponsor projects or shells.
Maximum Limit for UDR records	The company administrator will be able to set the maximum number of records to be retrieved for the company. By default the maximum number will be set to 1 million. The company administrator will have multiple options to choose from and then can set the maximum limit.
Display element for Project/Shell	By default, the "Name" option is selected. Based on the setting in this field, the labels change in the following areas: Top navigation tabs Breadcrumbs The first (top) left menu node (Home node) for the Project/Shell Bookmarks: Add new bookmark (editable label of bookmark) If the user selects the "Name" option to display the Shell name, the default string will appear as "{Shell Name} - {Location}" when adding a new bookmark. If the user selects the "Number" option to display the Shell number, the default string will appear as "{Shell Number} - {Location}" when adding a new bookmark. The tool-tips will be seen in format: {Shell Number} - {Shell Name}
Hide Tabs in Company Dashboard	When checked: No tabs will be displayed on the company dashboard and only the company workspace information is displayed. The Summary and other tabs created will be hidden and only the General tab will be visible. There will be no General tab heading, since there is only one (1) tab on the dashboard. The user will only see the General tab along with the logged in user's information. The Edit Dashboard option will be hidden. By default, this option will be unchecked. So all users will be able to view and modify the Summary tab of the dashboard, and the Edit Dashboard option is enabled.
Base Currency	The Base Currency is the default currency used by the company. The Base Currency is set by Oracle when Unifier is first provisioned. Because the type of currency plays a large role in nearly all financial functions of the system, the base currency cannot be changed after data has been entered into the system or data issues may arise. When an administrator logs into the system the first time, a confirmation alert is displayed on screen with the following message: "The Base Currency of your company is <Currency Name> (<Currency Code>). This currency cannot be changed. If you want to change this currency, you must contact your Oracle team immediately before creating any data."
Source for Activity Sheet data	Users who have the edit permissions to company properties should be able to modify or add the P6 and Oracle Primavera Cloud URLs. This block enables you to provide a link to a source (for Activity Sheet) application, P6 or Oracle Primavera Cloud: P6 URL (format: `https://site_url/p6/...`) Primavera Cloud URL (format: `https://site_url/web/...`) By default, the URL fields will be empty with a place holder text to show the format. There will be no link shown in a project activity sheet when a user does not enter any URL in company properties.

Changing the Authentication Key

For integration users, the company administrator can access the authentication key value by way of the Integration Users sub-node (Company Workspace > Admin mode > User Administration node > Integration Users).

For users who are using Unifier 19.x:

You (the company administrator) need to create a new integration user in order to change the authentication key.

You need to use the following format to create the integration user:

User Name - $${shortname}

Password - {Desired authentication Key}

If you have upgraded to version 19.7, the system will not create $${shortname} integration, by default. In such case, Oracle recommends that you use new token-based REST APIs, instead of legacy SOAP and old REST APIs.

If you have not upgraded to version 19.7, but you have upgraded to version 19.6, the system creates $${companyshortname} automatically, by way of the migration process, with the password that is the same as the original authentication code.

To access the authentication value:

In the Integration Users log click on a customer row to open the Update User page.
In the Update User page, scroll to see the Security block.
In the Security block, the value in the User Name field shows the company name (for example: $$company short name).
In the Security block, the value in the Password field shows the existing authentication key.
Note: The Site Administrator can change the authentication key, also.

For users who are upgrading to version 19.x:

As a part of upgrading process, the system will automatically create an integration user by:

Using the company short name as the integration user.

Using the existing authentication key as the password.

That is to state:

User Name - $${shortname}

First Name - $${shortname}

Last Name - $${shortname}

Time Zone - Company timezone as seen in the Background Jobs

Language - Company language as seen in the Internationalization node

If a company does not have an authentication key, then the integration user will not be created.

If a customer already has an integration user $${shortname}, the system will leave it unchanged.

The legacy SOAP and old REST APIs do not access the integration permissions.

For this created integration user, all legacy permissions will be checked.

Changing the Authentication Key

See Also