The Organizational Settings screen is where you can manage settings for your organization.
- Invoicing Settings
- Fees/Accounting Settings
- Begin Numbering With
- Dates Auto-Fill Settings
- Email Settings
- Other Settings
- Certificate Processing
- Adjacent/Abbutter Processing for Permits & Projects
- Program Settings
- Licenses Settings
- Payment Settings
- Inspection Processing
- Scheduler Setting
- Permit and Project Module
- Portal Settings
- Parcel Import
- Building Import
Access Organizational Settings
- Navigate to Admin Tools > Organizational Settings
- Select an arrow to expand a category
This section allows you to manage the address and contact information for the organization, choose the modules to enable/disable, and set map defaults.
Set default invoice options, including default Due Date Calculation.
Manage settings for fees, transactions, and other payment features.
Begin Numbering With
Set the numbering schema for new items generated (such as Permits, Inspections, Violations, etc.) and auto-numbering.
Dates Auto-Fill Settings
This section allows you to set the expiration dates for Permits and Projects and the Complaint/Violations resolution date.
Choose whether or not to send processing emails to users for different modules/workflows.
This section has various settings for modules.
Manage settings for certificate creation, inspection validation, and certificate restrictions.
Adjacent/Abbutter Processing for Permits & Projects
Set mapping logic against Permits and Projects.
This section allows you to set inactivation/login timeouts for users and see a user audit trail.
Manage how Licenses expire, notifications, and renewals.
This section allows you to add payment integration information.
By default, "failed" status inspections for all modules require either at least one failed checklist item (if a checklist exists) or at least one code violation associated with the inspection record. To bypass this process and allow "failed" status inspection without any failed checklists, select the checkboxes below for each module.
Enable/disable the ability to have multiple inspections scheduled concurrently at the same time, with the same inspector.
Permit and Project Module
Enable/disable the status of ‘approved’ for a Permit/Project if the fee balance is not equal to 0.
Choose whether or not to notify the requester that an inspection was scheduled and assigned.
This screen opens in a new tab and allows you to import Parcel information via a CSV file.
This screen opens in a new tab and allows you to import building information via a CSV file.