To configure settings and preferences for your company's Procore account using the company's Admin tool.
The Admin tool lets you define a variety of general settings and preferences for your company's Procore account.
If your company has implemented a supported Single Sign-On (SSO) solution, follow the appropriate instructions below to complete the Single Sign On fields on the Company Settings page. For step-by-step configuration instructions see one of these links:
Under Office Settings, Procore reveals contact information for each location affiliated with your company.
Under Project Types, Procore reveals any custom project types that have been created to classify your projects. This lets you filter projects by type in the Company level Portfolio tool.
Once you've added types to Procore, you can assign types to a project. To do this, navigate to the Admin tool (at the Project level). Next, scroll to General Project Settings and select an option from the Project Type drop-down list.
Under Company Departments, you can add departments to better organize any divisional units that are part of your project. This lets you filter projects by department in the Company level Portfolio tool.
Once you've added departments to Procore, you can assign one or many departments to a project. To do this, navigate to the Admin tool (at the Project level). Next, scroll to General Project Settings and select an option from the Departments drop-down list.
Under Company Programs, you can add programs to better classify your projects. This lets you filter projects by any program groups or program efforts that may be unique to your company.
Once you've added programs to Procore, you have these options:
Under Terms & Conditions, you can add company-specific legal language to specify the usage agreement for your company's implementation of the Procore system.
In Procore, an insurance manager is an internal employee at your company who serves as your organization's primary point of contact for ensuring that the insurance policies for your vendors (e.g., contractors, subcontractors, and other vendors) are in compliance with requirements and that their policy and certificate information is kept up-to-date in Procore. Insurance information for your vendors can be added and maintained in Procore's Company and Project level Directory tools. The responsibilities of an insurance manager include:
Under Insurance Notification Emails, Procore reveals a list of users that receive notifications about expiring and expired vendor insurance. Procore will send these users an email notification within 2 weeks of the insurance's expiration date.
Note: To learn how to add and update insurance for one of your company's vendors (i.e., contractors, subcontractors, and other vendors), see Add Insurance for a Vendor in the Company Directory and Update Expiring Insurance for a Vendor in the Company Directory.
If your company does not have its own Terms & Conditions, you can adopt one of the following examples as a guideline.
The information on this web site is provided on an "as is" basis. To the fullest extent permitted by law, this Company: excludes all representations and warranties relating to this website and its contents or which is or may be provided by any affiliates or any other third party, including in relation to any inaccuracies or omissions in this website and/or the Company's literature; and excludes all liability for damages arising out of or in connection with your use of this website. This includes, without limitation, direct loss, loss of business or profits (whether or not the loss of such profits was foreseeable, arose in the normal course of things or you have advised this Company of the possibility of such potential loss), damage caused to your computer, computer software, systems and programs and the data thereon or any other direct or indirect, consequential and incidental damages.
These terms and conditions form part of the Agreement between the Client, the Subcontractor and ourselves. Your accessing of this website or Agreement indicates your understanding, agreement to and acceptance, of the Disclaimer Notice and the full Terms and Conditions contained herein.
By accessing this website (and using and utilizing any applications or software to do so) you consent to these terms and conditions and to the exclusive jurisdiction of the Alberta courts in all disputes arising out of such access. If any of these terms are deemed invalid or unenforceable for any reason (including, but not limited to the exclusions and limitations set out herein), then the invalid or unenforceable provision will be severed from these terms and the remaining terms will continue to apply. Failure of the Company to enforce any of the provisions set out in these Terms and Conditions and any Agreement, or failure to exercise any option to terminate, shall not be construed as waiver of such provisions and shall not affect the validity of these Terms and Conditions or of any Agreement or any part thereof, or the right thereafter to enforce each and every provision. These Terms and Conditions shall not be amended, modified, varied or supplemented except in writing and signed by duly authorized representatives of the Company.