How can I customize the company settings?

What will you find in this article?

• Summary: An overview of the customizable organization settings.

• Prerequisites and target audience: Who these settings are intended for.

• General: Language, countries, and project settings.

• Email and communication: Managing signatures and status colors.

• New project: Default settings for project creation.

• Notifications and integrations: External notifications and API integrations.

• Frequently Asked Questions (FAQ): Questions about phase classifications and documents.

• Troubleshooting: What to do if settings are not applied.

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Summary

Within the company settings, you define the default workflow for all users in your organization. This ranges from language settings and document management to preselecting construction sectors for new projects and setting up API integrations.

Prerequisites and Target Audience

This article is intended for administrators of the 12Build platform. Only users with administrator rights can make organization-wide changes to the company settings.

General

Under the 'General' tab, you manage the basic configuration of your work environment.

1. Language and Countries: Set which languages and countries are relevant to your work.

2. Project Sorting: Customize how projects are displayed by default.

3. Terms and Conditions: Determine whether users can choose to include general and special terms and conditions. If disabled, these are selected by default in the document matrix but remain uncheckable.

4. Visibility: Specify whether an 'open eye' is permitted next to the status so that subcontractors can also view it.

5. Document Management: Optionally add a fee for printing documents or hide the version date when sending.

Email and Communication

Streamline communication to project a unified image as a company.

1. Signatures: Customize the default signature by checking or unchecking options. Company and user details are automatically filled in.

2. Customer Management: Do you work with multiple branches? Configure the system so that when searching, you can immediately see if a subcontractor is associated with another branch.

3. Status colors: Link specific colors to manual or automatic status changes to keep your communication overview clear. 

New Project

Save time by setting default values that are applied as soon as a new project is created.

1. Preselection: Choose default systems, construction sectors, activities, and user roles. These remain customizable by the user on a per-project basis.

2. Documents: Specify whether documents should be split by work package by default.

3. Visibility: Determine whether all documents and the current phase are visible to subcontractors by default. 

Messages and integrations

Manage how 12Build communicates with other systems and colleagues.

1. Notifications: Add email addresses of colleagues (even those without a 12Build account) who need to be kept informed of bankruptcies.

2. Integrations: Manage connections with external software such as Dalux, Catenda, or SharePoint.

3. API & Webhooks: Configure advanced integrations for automatically creating projects. 

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Frequently Asked Questions (FAQ)

Question: Can I use my own phase structure for my projects? Answer: Yes, this is possible. To do so, please contact our support team at support@12build.com to have this set up for your organization.

Question: Can I deviate from the standard document settings on a per-project basis? Answer: Yes. The company settings serve as a baseline, but you can manually adjust the document visibility settings for each project in the 'Project Details'.

Troubleshooting

• Symptom: My colleagues don’t see the updated email signature yet.

  • Cause: Settings are sometimes not fully applied until after logging in again or refreshing the page.

  • Solution: Ask users to refresh the page. Also verify that the relevant options in the settings have been selected and saved.