Manage Company Tab - Manage Company

The Manage Company tab of the Manage Company section of the System Administrator Dashboard allows you to configure general company-wide settings. This page will walk you through the meaning of each of the settings on the Manage Company page.

To configure your company settings:

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Company link in the Company Administration column.

   The Manage Company page opens.

3. Configure these settings according to your company's needs:

   This list is organized by columns on the Manage Company page.

   The Firm Name and the Login Firm Name are set at implementation, and cannot be changed by system administrators. The Login Firm Name is necessary for users who want to log in to Lucernex.

   • Address / Address 2 / Address 3 / Address 4: Enter the company address in these fields.

   • City: Enter the city for your company address in this field.

   • Default Folder Security: Select the default user permissions that will be set for all user classes on all folders unless they are changed at the template level from this field.

     Our best practice recommendation is to set the value for the default folder security to what it should be for 80% of your folders.

     The available permissions are described below:

     • Download: Allows users to download files.

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

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

     • Upload-Only: Allows users to upload files. Users will not see files uploaded by others.

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

       See the Security Settings Reference Tables section of the Folder Security walkthrough for more information about these security settings.

   • From Email: Enter the email address you want displayed when system notifications are sent to users via email.

   • Email Filter: To limit who can receive emails from your instance of Lucernex, enter email addresses or domain names in this field.

     This field is typically used to test email settings at implementation.

   • Recent News: Enter what you would like to have displayed in the News widget on the dashboard.

   • Email into Lucernex: Select who you would like to email documents into Lucernex from the field.

     The options in this field are as follows:

     • Anyone: Select this option to allow anyone with the Associated Entity's email address to email documents into Lucernex.

       Important!

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

     • Contacts Only: Select this option to only allow contacts to email documents into Lucernex.

     • Members and Contacts: Select this option to allow both members and contacts to email documents into Lucernex.

     • Members Only: Select this option to only allow members to email documents into Lucernex.

     • No One: Select this option to disable the email into Lucernex functionality.

   • Phone: Enter the company phone number in this field.

   • Country: Select the country for your company address from this field.

   • Download without appending version: Choose between two options:

     • Select the Yes option if you do not want files downloaded from Lucernex to have a version number appended to the file name.

     • Select the No option if you want files downloaded from Lucernex to have a version number appended to the file name.

   • Email Attachment Folder: Select the folder where you would like email attachments to be stored from the field.

     You will only be able to email attachments to associated entities that have this folder in their document folder tree.

   • Fiscal Year End: Select the month and day that your fiscal year ends from these fields.

   • State: Select the state for your company address from this field.

     Important!

     The Max Document Storage (GB) displays the total document storage you are allowed in Lucernex. Your storage space is specified in your Master Service Agreement. To the right of this field, you can see the Actual Storage 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.

4. Click Update at the bottom of the page.

   Your Manage Company settings are updated.