Company settings and integrations
Configure company profile, security, portal, labels, pipeline stages, finance numbering, privacy and custom data, and read the storage and AI provider L&I IT-solutions set up for your company.
Company settings and integrations: how it works in Home Builder Software
Settings is where a construction company reads two things it does not configure itself: where its files physically live, and which AI provider gets to see its data. Storage runs on the platform, on an S3 bucket or over SFTP, and L&I IT-solutions sets it up for the company through its admin menu, against the license assigned to the company; the same goes for the AI provider. The Storage and AI tabs show what is active and when it was last verified, and a change is requested from support. The rest of the area builds on those two foundations.
Neither connection goes live on trust. A storage backend has to survive a write, read and delete probe before activation, and the credentials L&I IT-solutions enters are stored encrypted and never displayed in the company settings. An AI provider, whether the platform, Anthropic, OpenAI, Azure OpenAI, Gemini or Ollama Cloud, is validated with a genuine request whose answer must come back non-empty. For Ollama Cloud the capabilities of the chosen model are read out, and a separately linked vision model serves image and photo checks only.
Documents, site photos and portal uploads then land in the storage L&I IT-solutions set up for the tenant, and the assistant answers through the provider connected there. A monthly budget in euros can be recorded as a cost guide for the platform AI and stays visible in the assistant header. Tool permissions decide how far the AI acts on its own: proposals waiting for release, immediate creation with deletion still held back, or the bypass only an administrator may activate.
Company settings and integrations in the daily routine
An administrator opens this area at go-live and whenever the infrastructure moves. Storage comes first, because documents otherwise have nowhere to go: the administrator reads the active backend and its verified status, and asks support when the company needs a bucket of its own. The AI tab works the same way, provider and model set up by L&I IT-solutions, while the monthly budget and the permission mode are chosen on purpose rather than by default. The office then takes over the company profile, number ranges, next-step labels and pipeline stages, which color the rows and groups everyone works in.
Read the documentationCompany settings and integrations: what it covers
Read the storage and AI connection L&I IT-solutions set up, with their verified status
Maintain company-wide pipeline labels, colors and finance number ranges
Control portal areas, privacy choices and AI action permissions
Company settings and integrations: questions and answers
Which storage connections are supported?
Platform storage, S3 or SFTP. L&I IT-solutions sets the connection up for your company against its license and activates it only after a write, read and delete probe; you request a change through support.
Are connected-provider secrets shown again?
No. L&I IT-solutions enters them; they are stored encrypted and never displayed in the company settings.
Use Company settings and integrations on your own projects
A demo runs on a project that resembles yours, with the roles and permissions your team actually uses.