Company Settings Tab

Use this tab to establish functional preferences as well as company and email system defaults for this company.

These data fields are company-specific and effective for this company only.

Company Settings

Field	Description
Apply Organization Security	Select this check box to apply organization security for this company. Note: You must specify an organization security group when linking users or user groups to companies on the Manage Users screen or the Manage User Groups screen.
Allow Reusing of Passwords	Select this check box to allow users to reuse old passwords. If this check box is later cleared, Costpoint will start to save used passwords, and users are not able to reuse any password established from then on. Previously used passwords are not saved in the history file.
Header Color	Select a background color for this company from the drop-down list. When users access this company, the color is applied to the Global Menu.
Display System in the Header	Select this check box to display the system name on the Global Menu.
Apply Org Security for Employees without User ID	Select this check box to validate employees who do not have User IDs. Clear the check box to only validate employees who have a User ID.
Allow HR Org Manager/Rep from Other Companies	Select this check box to allow entry of Human Resources (HR) organization managers or representatives that do not belong to this company. This check box is only available if this company is licensed for HR.
Environment Name	Enter an environment name that will display on the Global Menu.

Email System

Costpoint uses this group box to connect to the SMTP server for routing outgoing email messages.

Field	Description
SMTP Server Name	Enter the name of the email server that is responsible for sending outgoing mail.
SMTP Port Number	Enter the port number to use when sending email via SMTP protocol.
Require SSL/TLS	Select this check box if your SMTP server requires encryption.
SMTP Server User ID	Enter a system account user ID to use for SMTP server authentication.
Password	Enter the password for the SMTP Server User ID.
Send all emails from SMTP Server User ID	Select this check box if you want to send all emails from the SMTP Server User ID.
E-mail Redirect	Enter an email address where all emails will be redirected.

Company Defaults

Use this group box to set the company defaults. You can override these settings using the Configure User Preferences screen and/or the Manage Users screen.

Field	Description
Print Cover Page	Select this check box to always print a cover page for reports.
Report Table Purge (Days)	Enter the number of days after which Costpoint must purge the report table data.

Costpoint User Accounts

Use this group box to enable and set the defaults for the user creation functionality on the Manage Employee Information screen.

Field	Description
Auto-create User Accounts	Select this check box to enable automatic user account creation functionality on the Manage Employee Information screen.
Authentication Method	From the drop-down list, select the default authentication method when creating user accounts automatically. The options are: Database Single Sign-on Active Directory Single Sign-on or Active Directory
Generate Random Password	Select this check box to enable the application to generate a random and temporary password based on your system password policy (minimum length, require number, mixed case, and so on). The password is then captured and communicated to the end user in an email. This option is available only if the Database option or Single Sign-on or Database option is selected from the Authentication Method drop-down list.
Manage User Groups in AD	Select this check box to manage user groups in the Active Directory. This check box is enabled only when you select any of the following options from the Authentication Method drop-down list: Single Sign-on Active Directory Single Sign-on or Active Directory Single Sign-on or Database Windows Domain and Active Directory Windows Domain and Database Note: If you clear this check box or change the authentication method and users are assigned to user groups linked to the Active Directory, the users will remain assigned to those user groups. When you remove users from the Active Directory, they will also be removed from the Costpoint user group linked to the Active Directory.
Preferred Notification Method	Select the preferred notification method for Costpoint to inform users of application updates. The options are: Email IM Email and IM Email is the default notification method. Costpoint must be configured for Skype for Business to select IM as the notification method.
SAML Single Sign-on	Select this check box to let users with the Active Directory or Single Sign-on or Active Directory authentication methods to log on to Costpoint in Single Sign-on mode through the Security Assertion Markup Language (SAML) tokens. This method is allowed if the user is previously authenticated with a third-party SAML Identity Provider, such as Microsoft Active Directory Federation Services (AD FS) or Microsoft Azure. This check box is only enabled when the Authentication Method selected is Active Directory or Single Sign-on or Active Directory.
FIDO Single Sign-On	Select this check box to let users log in using FIDO/biometric Device, such as FIDO usb key or biometric (a fingerprint, face recognition, or personal PIN). You can allow such users to register a new FIDO Device by executing the Generate new FIDO Device self-registration link action.