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Configure Your Company Settings

Objective

To configure settings and preferences for your company's Procore account using the company's Admin tool.

Background

The Admin tool lets you define a variety of general settings and preferences for your company's Procore account.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the company's Admin tool.
  • For company's using a supported Single-Sign On (SSO) solution:
    See the configuration instructions for your SSO solution:

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
    Note: When working in Procore, the gold navigation bar across the top of the page displays the active tabs for your company's account. When gray tabs appear in the navigation bar, you are working in a project that exists in your company's account. 
  2. In the right pane under 'Administrative Settings', click one of the links to access the following information: 
     

Company Settings



 

  • Company Name: Enter your organization's company name. This is the company name that will appear on all emails, forms, and reports generated by Procore.
  • Time Zone: Select your company's time zone from the drop-down list. This setting ensures that the system's date/timestamps are using the appropriate timezone (e.g., timecard entries, change histories, and so on). This setting also determines the regional weather forecasts for your location.
  • Employer Identification Number: Enter your company's Employer Identification Number (EIN) (a.k.a., Federal Tax ID).
  • Display Project Number in Change Project Drop-Down List: Place a mark in this checkbox to display the Project Number (i.e., set in the Admin tool at the project-level) next to the Project Name in the Select a Project menu at the top of the Procore web application.
  • Enable Surveys in Procore: Select this check box to participate in Procore's user survey program. When selected, a survey is periodically sent to request feedback about your experience.
  • Enable Avatars: Select this check box to display user avatars in the Directory tool. When selected, the Directory tool includes avatars at both the company- and project-level.
  • Upload Company Logo: Upload your company's logo. To do this, click Choose File, navigate to your logo file, and then click Open. Your logo will appear on all forms, reports, company-level pages, and most emails related to your company. See Upload a Company Logo
  • Select Previously Uploaded Logo: You can also upload a logo that has been previously loaded into Procore by expanding and selecting one of the logos from the list. See Revert to a Previously Uploaded Logo
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Single Sign-On (SSO)

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: 

 




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Office Settings

office-settings-1.png
 

Under Office Settings, Procore reveals contact information for each location affiliated with your company.

  • To add an office, click Add Office. Then enter the Office NameAddress, CityStateZip code, CountryPhone, and Fax. Under Has Logo, a check mark indicates that office has a logo associated with it. A red x indicates there is no logo for that office. Under Corporate Office, you can choose one office to designate that location as your company's main office or headquarters.
  • To edit an office's settings, click Edit. Then update the record as needed.
  • To delete an office, click the red x in the far right column. Offices can only be deleted when there are no Procore projects associated with it.

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Custom Company Project Types

custom project types 1.png
 

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. 

  • To add a project type, enter the name of the project type and then click Add Type.
  • To delete a project type, click the red x that appears next to the project type name. This option is only available when there are no projects assigned to the type.

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.

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Custom Company Departments

See Add a Custom Department

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Custom Company Programs

custom company programs.png
 

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.

  • To add a program, enter a name for the program and then click Add Program. Once added, the program can be assigned to a project as described below. See Add Programs.
  • To modify a program, click Edit and make any desired changes. See Edit Program Information.
  • To remove a program, click the red x that appears next to the program name. This option is only available when there are no projects assigned to the program. See Delete a Program and Remove a Project from a Program.

Once you've added programs to Procore, you have these options:

  • To see which projects are assigned to a program, click the Expand (-) icon to the right of each program name. The system reveals a list summarizing all projects using that program assignment.
  • To assign a project to a program, navigate to the Admin tool (at the Portfolio level) and then scroll to Generla Project Settings. See Add a Project to a Program.

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Terms and Conditions

Under Terms & Conditions, you can add company-specific legal language to specify the usage agreement for your company's implementation of the Procore system.

  • To add your terms and conditions to Procore, enter the desired text in the box. See examples below.
  • To prompt new users to agree to the "Terms & Conditions" when logging in to Procore for the first time, place a check mark in the Enable Terms & Conditions box. The first time a user logs in to Procore, they must agree to the specified term and conditions. If they decline to accept the conditions, the user is prompted to click a link to exit the system.
  • If you update your Terms & Conditions and want your users to accept your updated terms and conditions, mark the Trigger Re-Acceptance of Terms & Conditions for All Users checkbox. This checkbox is cleared by default. 

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Insurance Notification Emails

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:

  • Adding insurance polices for your vendors to the Directory tool.
  • Receiving automated email notifications from Procore about expiring insurance policies for your vendors. 
  • Updating insurance policies as information changes.
  • Removing insurance information for your vendors when the information is no longer relevant.


insurance notificationemails1.png
 

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.

  • To add users to the list, go the the Directory tool. Next, click Edit by the desired user and then place a check mark in the Is an Insurance Manager of [Company Name]? box (see illustration below).
  • To remove users from the list, clear the check mark from the box in the Directory tool.

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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.

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Recommended Procore Terms and Conditions

If your company does not have its own Terms & Conditions, you can adopt one of the following examples as a guideline.

Example 1

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.

Example 2

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.

Example 3

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.

 

 

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Last modified
09:36, 21 Apr 2017

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