You must be a Subscription Administrator to be able to access and update the Subscription Settings. The Subscription Settings consist of 5 tabs which provide the following tools:
Project
- Set up your timezone
- Upload your company logo
- Manage the visibility option for disabled menus
Handover
- Set up the digital signatures for Conformance Report
Claims
- Set the GST Rate for claims
Security
- Select the security options for user sign-in and user authentication
Notifications
- Add Approval Number padding in Notification
Note: Project Settings take precedence over Subscription Settings. The above settings will only apply to a specific project if nothing is set up in its project settings. See Manage Project Settings.
Instructions:
1. Once sign in, click on "Subscription Settings" on the Main Menu.
2. Under the "Project" tab, you can update the followings:
- Default Project Culture (language) - only English is available, though you can select the preferred version e.g. Australian, American, British, etc.
- Default Project Timezone - update Project Timezone
- Upload Project Logo - the logo from the Subscription Settings will apply only if no logo is uploaded in "Project Settings" See Note below.
- Hide Disable Menus Options in Project Navigation - if " Hide" is turned on, users will not be able to see disabled menu options
You can save the changes at any point by clicking "SAVE SETTINGS”.
Use with Care: You can also reset the settings using the “RESET” button but use this with care as all changes will be lost.
Note: Project Settings will override Subscription Settings.
3. Under the "Handover" tab, you can set up the digital signatures for applying to your Conformance Reports. See Digital Signatures for Conformance Report PDFs.
4. Under the "Claims" tab , you can set the "GST Rate for Claims".
5. Under the Security tab, you can set the options for user sign-in such as Multi-factor authentication, enable Google or Microsoft SSO, SAML Authentication, and also specify the domains for Microsoft SSO and/or SAML Authentication, where applicable. See also 'Set Up Microsoft SSO' and 'Set Up SAML'.
Note: The Multi-Factor Authentication can only be set up for the verification codes to be sent to users' emails only.
6. Under the Notifications tab, you can set the number padding for your approval number in your notification.
For example, if your approval number is 19, enter 0000 in the Approval No Padding will change the number to 0019 in Notifications.
Click "Save Settings" once finish. Click on "Projects" (left panel) to return to the Project register.