Settings Home

To View Settings - Home

  1. Login to Corecon as an Admin.
  2. Click Settings (Gear Icon) at the top of the Main Menu.
  3. Click Settings Home on left side.

User Name and Assigned Security Role

The user who is viewing settings will appear at the top along with the assigned security role. Clicking on the username will redirect to the user profile form. Clicking the 'Change Password' link provides a quick way to update the password. All of this can also be done under Company Settings | Users.

Company ID, Company Name and Address Information

The Company ID is assigned by Corecon and can not be modified. However, if the Company Name is misspelled or needs to be changed, please contact Corecon's corporate office at 1-866-258-6698 or send an email to [email protected]. Please be aware the revised name must NOT exist in the system so please review Active and Inactive Company listings in the Contact Management module prior to requesting a name change.

Note: Clicking the pencil icon next to the company name will redirect to Company Settings | Profile so address, phone and profile information can be updated.

License Information

The number of licenses purchased will impact how many Employees can be set up as Users. If additional licenses are needed, please contact Corecon's billing department at [email protected].

Storage Information

Most features within Corecon provide the ability to upload and link external files (ex. images, CAD files, Microsoft Office documents, PDFs, etc.). This is very similar to services such as DropBox, Box, Google Drive or Microsft One Drive. If you wish to purchase additional storage, please contact to Corecon's billing department at [email protected].

Corecon Add-Ons

Add-ons are available to integrate Corecon with accounting systems and RS Means cost databases. The latter is only applicable for US and Canada markets.

Add-On Options:

  • CoreconLink for Intuit QuickBooks Desktop (Pro, Premier, Enterprise)
  • CoreconLink for Intuit QuickBooks Online
  • CoreconLink for Sage 50 Canada
  • CoreconLink for SAP Business One
  • CoreconLink for Xero
  • RS Means Cost Databases

General and Rounding Settings

See Company Settings | Global Settings for more details.

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