Company Settings

The Company Settings grouping node displays additional information about your organization. If you have the applicable permissions, you can update some fields on each tab for this page. For more information, see Updating Company Settings.

  • Audit Log: Displays a record of changes, the date the change was processed, and the name of the user who made the change. You can search and print the log.
  • General
    • Shells: Changes labels in the following areas based on the setting in this field: top navigation tabs, breadcrumbs, the first left menu node (Home node) for the project or shell, and bookmarks.
    • Dashboard: Displays a check mark when enabled. If Hide tabs in Company Dashboard is selected, only the Company Workspace is displayed.
    • Default Shell Images Folder Location: Displays the default location of the image folder for visualizations. Any image selected from this folder is also displayed in the standard Shell Landing page.
    • Bid Management: Displays the account name of the user who manages the bids that your company receives.
    • User-defined Reports: Displays the maximum number of user-defined reports (UDRs) that can be created.
    • Emails: Displays the attachment size limit for outgoing email.
    • Sheets
      • Activity Sheets: Displays the URL fields for linked P6 and Oracle Primavera Cloud sources.
      • Cost Sheets: Displays a check mark when enabled. If Override column restrictions is selected, users with the applicable permissions can view and edit a cost sheet column.
  • Security
    • Files: Displays file restrictions, such as size limits and permitted file types.
    • Hyperlinks: Displays custom Uniform Resource Identifiers (URIs) that your company can use, such as FTP.
    • User Profile: Indicates whether user profile information is hidden and whether profiles can be saved for offline use with Unifier Mobile.
    • Proxy Login: Indicates whether a Partner User can add Owner Company Users as Proxy users.
  • IP Allowlist: Indicates whether API access is permitted, and, if permitted, the protocols and unique IP addresses from which access is allowed.
  • Password Policy: Displays password guidelines, such as minimum and maximum length, and policies, such as whether to apply the same guidelines for bidders.
  • Support
    • Support Contact: Displays information about your company's internal support.
    • eLearning Access: Displays information about your company's internal eLearning environment.
    • Oracle Guided Learning: Displays online help deployment information. If you have a subscription, you can use your own content. Otherwise, the system displays Oracle-supplied content by default. You can also use User Attribute fields to define user contexts and sharing.
  • AI (Cloud only)
    • Records Summarization: Indicates whether Records Summarization is enabled for business processes (BPs), and, if enabled, whether it is available only to Company Users or to Company Users and Partner Users.

      Note:

      You can use this option to make Records Summarization available, but you must complete additional steps to configure and enable summarization for each supported BP before users can access the option. For more information, see Configuring Business Processes and Business Processes with AI Features Enabled (Cloud Only).
    • Task Assist and Progress Guide: Indicates whether the features are enabled for workflow BPs.
  • Lobby: (MT Cloud only) Lets you manage the list of users who can function as administrators for Construction and Engineering Lobby.