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Account Settings Overview

Updated over 3 months ago

Video

Summary

  1. Account settings apply to all projects in your account.

  2. Under Account Administration, you can to add members, roles, and business units to your account.

  3. From the Identity and Security settings, you can set up single sign on to ConCntric.

  4. From the Format Settings, you can add custom formats for estimate uploads. You can also use the Public API to configure external data access and manipulation. Reach out to your customer support team for more help on Format Settings and Public API.

  5. In account settings, you can customize the Cost Index Library, the Attributes library, and you can create and manage units of measure.

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