INGENIOUS.BUILD

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

JD Williams

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

Find answers and get help from Intercom Support and Community Experts

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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.

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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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