Manage Company Tab - Manage Company

Configure general company-wide settings on the Manage Company tab of the Manage Company page of the System Administrator Dashboard.

1. Go to Admin > Manage Company.

2. Configure the options depending your organization's requirements:

   • Firm Name and Login Firm Name: These are set at implementation, and cannot be changed by system administrators. To sign in to Lucernex, users need the Login Firm Name.

   • Address / Address 2 / Address 3 / Address 4: Address of your organization.

   • City: City of your organization.

   • Default Folder Security: Default user permissions for all user classes on all folders unless changed at the template level using this field. For best practice, set this to the value you want for 80% of your folders.

     • Download: Allows users to download files.

     • None: Files do not appear in the folder structure.

     • Read-Only: Allows users to view audit and revision histories of files.

     • Upload-Only: Allows users to upload files. Files uploaded by others do not display.

     • Upload / Download: Allows users to check out files, upload new files, and download files.

     Review our folder security settings.

   • From Email: Email address to display on email notifications.

   • Email Filter: Create a list of allowed email addresses so that Lucernex can send outgoing messages to recipients for your company or firm. Lucernex sends email only to recipients whose addresses match an entry in this list.

     When Lucernex sends an email, it checks each recipient’s address against the filter list using a case-insensitive match. If a recipient’s address doesn’t match any entry, Lucernex doesn’t send the email and logs a warning.

     Enter a comma-delimited list of email addresses, keywords, or address fragments:

     • GLOBAL: Include the global allowed email list from the Global Properties > FilterEmailAddressList configured in your firm. FilterEmailAddressList is configured by Lx Administrators. Contact Accruent Support if you need to change this list.

     • NONE (or blank): Block all outgoing emails for the specific firm.

     • Address fragment: Allow any email address that contains the text you enter. For example, @lucernex.com allows any email address from the lucernex.com domain. Enter [email protected] to allow only that specific email address.

     Example: GLOBAL, @lucernex.com, [email protected]

     This example allows email addresses on the global list, any address ending with @lucernex.com, and the specific address [email protected].

   • Recent News: Message to display in the News widget that you can add to a dashboard.

   • Email into Lucernex: Select who can email documents into Lucernex.

     • Anyone: Allow anyone with the Associated Entity's email address to email documents into Lucernex.

       If someone is not a member or contact, they can add documents to your associated entities.

     • Contacts Only: Only allow contacts to email documents into Lucernex.

     • Members and Contacts: Allow both members and contacts to email documents into Lucernex.

     • Members Only: Only allow members to email documents into Lucernex.

     • No One: Turn off email integration for Lucernex.

   • Phone: Your organization's phone number.

   • Country: Country of your organization's address.

   • Download without appending version: Choose between two options:

     • Select Yes to stop Lucernex appending a version number to the file name of files you download.

     • Select No option to append a version number to the file name of files you download.

   • Email Attachment Folder: Folder for email attachments.

     Email attachments can only be emailed to associated entities that have this folder in their document folder tree.

   • Fiscal Year End: Month and day that your fiscal year ends.

   • State: State for your organization's address.

   • Max Document Storage (GB): Total document storage you are allowed in Lucernex. This is specified in your Master Service Agreement.

   • Actual Storage: Space your organization is currently using. Lucernex allows you to exceed your maximum storage space, but you are billed for every 1 GB over the maximum storage space specified in your agreement.

     The displays the To the right of this field, you can see the you are currently using. The system will allow you to exceed your maximum storage space, but you will be billed for every 1 GB over the maximum storage space specified in your agreement.

     Work Weekends: Select the Yes option if you want new schedules to include weekends as working days by default. Select No if you do not want new schedules to include weekends as working days by default.

   • Holiday Calendar: Select the default holiday calendar you want to use from this field.

     To create a holiday calendar, see the Manage Holiday Calendar page.

   • Auto adjust Forecast dates for current day: Select this check box if you want to increment schedule tasks by one day each day that a task is late. This setting only applies to the forecast / actual date.

   • sFTP Job Logs: Select Yes if you want to receive job logs with your sFTP scheduled jobs. Select No if you do not want to receive them.

     If you select No, log files are not sent and the Log Folder field in the Add Scheduled Job window is disabled. Log files will still be accessible from the Job Log page.

   • Enable Unsealed Bidding?: Select Yes to enable unsealed bidding. Unsealed bidding allows you to see which bidders made each bid on a project.

   • Postal Code: Enter the postal code for your company address.

   • Apply Org Chart when creating Locations: Select Yes to add members from your operating org chart to new locations.

   • Apply Org Chart when creating RE Contracts: Select Yes to add members from your operating org chart to new real estate contracts.

   • Apply Org Chart when creating Equipment Contracts: Select Yes to add members from your operating org chart to new equipment contracts.

   • Child Folder to inherit Parent Security?: Select Yes to default child folder security settings to those of their parent folder.

     • This setting does not lock down editing of child folder security settings.

     • This setting only appears when creating sub-folders either at the template-level or when adding a sub-folder within an entity. It is not an ongoing relationship.

     • This setting will not adjust the security settings of child folders if a user makes changes to the parent folder settings.

   • Use Related Entity Navigation?: Select this check box to enable Related Entity Navigation.

     By default, when you navigate between top-level tabs in Lucernex, the system will navigate you to the last entity you viewed in the module. When the Related Entity Navigation setting is enabled, the system will prompt you to select from a list of entities related to your current entity when you navigate between modules.

3. Click Update at the bottom of the page.

   Your Manage Company settings are updated.