1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Project Level > Admin > Tutorials > Allow or Disallow Users to Create Locations within a Tool

Allow or Disallow Users to Create Locations within a Tool

Objective

To allow (or to restrict) users from creating new on-the-fly locations from the tools in a Procore project. 

Background

Depending upon how you configure the 'Location Settings' in the project's Admin tool, there are two (2) ways locations can be created in a Procore project: 

  • Allow Users to Create Locations On-the-Fly. This option gives users the ability to click the 'Add New Location' button in any Location drop-down list in a supported Procore tool (see Which Procore tools support the Add New Locations feature?). For example, if a user is creating a submittal and wants to associate a location to submittal, the user can click 'Add New Location' in the drop-down list to add the location to Procore "on-the-fly".  See How do I add a multi-tiered location to an item?
    OR
  • Restrict Users from Creating Locations On-the-Fly. This option limits the creation of locations to users with 'Admin' level permission on the project's Admin tool. Locations only be created with the Location Manager. See Add Tiered Locations to a Project

Things to Consider

Steps

  1. Navigate to the project's Admin tool.
    This reveals the General Project Information page. 
  2. In the 'Project Settings' menu click Locations



    This reveals the Locations page. 
  3. Scroll to the bottom of the Locations page.
  4. Under 'Location Settings', select or clear the Only Allow Locations to be Created in the Location Manager Above box:
    • To allow users to create 'on-the-fly' locations from other Procore tools, remove the checkmark from the box. This is the default setting. 



      OR
    • To restrict users from creating 'on-the-fly' locations, remove the mark from the checkbox. This means that users with 'Admin' level permission on the project's Admin tool must use the Location Manager to create locations. 



      Any change to this setting is saved automatically. 
You must to post a comment.
Last modified
16:49, 11 Jan 2017

Tags

Classifications

This page has no classifications.