INGENIOUS.BUILD

Learn how to create and manage Dictionary Items to standardize data, organize Custom Attributes, and improve project consistency.

Project Settings: Dictionary

This article will list the URLs that may need to be whitelisted in order to ensure access to them.

What domains should we whitelist in our network to ensure access to Ingenious?

Learn how to register for an Ingenious account in just a few simple steps.

Registering for an Ingenious Account

Ingenious API — Overview & Reference Guide

Carmela Flores

Cara Alva

Eva Palomares

Setup your company's workspace with contacts, employees, account types and company settings. 

Workspace and Company Settings Configuration

Invite an Owner to collaborate on a project.

Invite an Owner as a Collaborator

JD Williams

Efficiently manage project collaboration, proposals, and contracts with ease.

Collaborators Accessibility

Add or edit general information and preferences about your company.

Setting up your Company Information & Preferences

Add/edit business units within your company's workspace.

Setting up your Business Units

List all of your office locations so that you can assign your employees to the correct locations!

Setting up your Office Locations

Configure PDF export settings in Company Settings to apply branding, headers, footers, page numbering, and proposal intro text, ensuring all exported documents are consistent, professional, and aligned with company standards.

Adjusting your settings for PDF exports

How to adjust and set your company's working hours

Setting your Company Working Hours

How to create a trusted domain to allow or limit users within your organization to join your company's workspace

Creating Trusted Domains

Configure SSO for your INGENIOUS workspaces to improve security, save time, and increase productivity for users and organizations.

Configure Single Sign-On (SSO)

Learn how to enable and customize the Automated Financial Project Health Widget in INGENIOUS.BUILD to instantly track a project's financial status on the Project Dashboard.

Workspace Settings: Project Financial Health

This article explains how to configure a Meeting Minutes Disclaimer in INGENIOUS.BUILD.

Configure Workspace Settings: Meeting Minutes

Create and manage Custom Attributes to organize project data, streamline workflows, and enhance reporting.

Custom Attributes

This article explains how to configure session timeout durations in Company Settings, including web and mobile session policies, what happens when sessions expire, and best practices to enhance security and…

Browser Session Timeout Settings

Learn how and when to create and use payment terms for clearer contracting.

Company Settings: Payment Terms

Learn how to create, manage, and link Accounting Companies in Ingenious and ensure the correct company is selected for contracts and invoices.

Accounting Companies

Workspace Settings: Financial Governance

Mariah Eve Taborada

Jackie Weinstein

Comprehensive guide to configuring your company’s settings and Single Sign-On (SSO) for streamlined user access.

Company Settings Configuration

This guide will ensure that you can effortlessly invite team members, set their permission levels, and efficiently manage their details.

Adding and Managing Employees in Your Workspace

Defining, customizing, and assigning roles to your team members, ensuring clarity in responsibilities and permissions.

Project Roles

Learn how to manage employee access to projects.

Access Control

Create and assign Custom Account Types to control employee access with precision.

Custom Account Types

A complete guide to managing employees within your workspace on INGENIOUS.BUILD.

Employees

Add New Company

This article provides an overview and step-by-step guide for adding and managing external contacts in your company's workspace using the Contacts feature.

Add New Contact

This article details managing contacts and companies in INGENIOUS.BUILD, focusing on adding contacts, linking trusted domains, and ensuring seamless workspace setup.

How to Import Contacts

Gain a better understanding of companies, contacts, and vendor management issues in INGENIOUS.BUILD.

Contacts FAQs

This guide walks you through the process of creating and managing contacts in a trusted Domain, including how they appear in the Contacts module and the Project Directory across connected…

What You Need to Know About Trusted Domains and Adding Contacts

This collection guides you through essential steps for managing contacts and companies on INGENIOUS.BUILD.

Contacts

Learn how to use the Reporting Module and who can access reports.

Workspace Reporting

A short, practical guide for users on interacting with an existing dashboard: filtering, drilling, exporting, saving views, sharing, and troubleshooting.

How to Interact With Existing Report Dashboards

This collection will guide you through how to access, create, and use the Reporting module in your account.

Reporting

Learn how to set up and activate your Yardi Voyager integration with INGENIOUS.BUILD, including interface user setup, vendor configuration, property assignment, and financial data syncing.

Yardi Integration Setup Guide

Learn how to connect INGENIOUS.BUILD with QuickBooks, authorize your account, complete setup, link vendors and cost codes, and sync invoices and contracts for seamless accounting integration.

QuickBooks Integration Setup Guide

Learn how to set up and activate your Sage 300 integration with INGENIOUS.BUILD using the Agave connector, including installation, connecting systems, and syncing financial data.

Sage 300 Integration Setup Guide

Learn how to set up and activate your Sage Intacct integration with INGENIOUS.BUILD using the Agave connector, including web services setup, credential configuration, record linking, and financial data syncing.

Sage Intacct Integration Setup Guide

Learn how to connect INGENIOUS.BUILD to your accounting system using webhooks, so approved financial data — invoices, budgets, contracts, and changes — flows directly from your projects into your accounting…

Custom Accounting Integration Setup Guide

This covers topics such as connecting with third-party applications, syncing data across platforms, and streamlining workflows for enhanced efficiency.

Integrations

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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