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The Organization Detail page lets you view and modify information about
an existing organization, create new organizations, view user information
and add integration information for a specific org.
The Organization Detail page is divided into
four tabs (click each name to see more detail):
Summary - Use the Summary tab to maintain your
organization's detail information, billing address and shipping address
information. Users - Use the Users tab to see a list of all
BuildPro users within your organization. Integration - Use the Integration tab to
add integration information and to change an integration job user assignment. Holidays
- Use the Holidays tab to add or maintain company holidays.
Summary
Tab
Use the Organization Detail Summary tab to maintain your organization's
detail information, billing address and shipping address information.
Users at companies with certain PO formatters will also see a section
called Legal Information. Enter legal text in this field, and it will
appear in the Legal Information section of the PO formatter. Only users
with certain PO formatters and with division-level access will see this
section.
To modify an existing organization:
Change
any field as needed, referring to the Field
Descriptions for assistance.
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If any of the fields mentioned
in the Field Descriptions
do not appear on your screen,
that means that your organization is not using that feature of BuildPro.
For any questions about this feature, contact your BuildPro administrator. |
Click the Update
Organization button to save your changes. Click the Return
to the Organization List link to display the Organization
List page.
Users
Tab
You use the Users tab to see a list
of all BuildPro users within your organization.
To see a list of users for
this org:
From
the Organization Detail page,
click the Users tab. A list of
users for the org appears. Click
the user name link to see the User Detail
page. Click
the Add a New User link
to add new users. Click the Return
to the Organization list link
to return to a listing of your organizations.
Integration
Tab
You use the Integration tab to add integration information and to change
an integration job user assignment. If any of the fields mentioned in
the steps below do not appear
on your screen, that means that your organization is not using that feature
of BuildPro. For any questions about this feature, contact your BuildPro
administrator.
To
modify integration information:
On the Organization Detail page, click the Integration
tab. The Integration Information section appears. View more details about
the Integration tab fields. Click the Primary User
field and make the appropriate selection. In the EPO Email
field, type the necessary email information. If this user is allowed to transmit EPOs, click the
Transmit EPO check box. If Saturday and Sunday are considered workdays on the
job schedules for this user, click Saturday
Workday and Sunday Workday. Click the Update Organization
button.
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To change an Integration
Job User Assignment, click the Change
Integration Job User Assignment link, then click the Help link and follow the directions
to complete the Integration Job Users page. |
Holidays
Tab
The Holidays tab lets you view, add, and delete holidays
for an individual organization. Current holidays default to the highest
organization within your company. But, if a holiday is added at a lower
organization, only the jobs below that organization will use the new holiday.
View the example below.
To
add company holidays:
In the Add
New Holidays section, type the
dates of the holidays you want to add. Click the Add
Holidays button. To
delete company holidays, click the red X
next to the holiday you want to delete.
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