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Procore

Configure Advanced Settings: Photos

Objective

To configure advanced settings for the Photos tool.

Things to Consider

  • Required User Permission: 'Admin' level permissions on the project's Photos tool.
    Note: Some features explained here require Admin permissions on the Directory tool.

Steps

  1. Navigate to your project's Photos tool.
  2. Click the Configure settings  icon.
  3. Set your preferences for the fields under Photo Settings or Permissions Table.

Project Photo Settings

  1. Click on the Photo Settings sub tab in the right sidebar.
  2. Set your preferences in according to your company's needs.
    • Project Photos Subscribers: Add team members to this list to have Procore automatically send them an email when new photos are added to the project.
    • When new albums are created, add them (to the beginning of the list / to the end of the list): Click the button next to the option you prefer. If you have albums sorted by date, you may want to change where new albums are placed (in this case, from oldest to newest, or from newest to oldest).
    • ​Make photos uploaded to the Photos tool private by default: Check the box to have photos uploaded via the Upload button in the Photos tool private by default so only Admin users can view them.
Photos from Other Tools

Important! You will need to be a Project Admin user ('Admin' permissions on the Directory tool) to configure the settings in this section.

  • Allow photos to be emailed into Procore: Select this box to allow emails to be emailed to the Photos tool in Procore. For steps on how to do this, see Where can I find the email address to send photos, documents, and emails to Procore?
  • Allow anyone to email photos to Procore: Check this box if you want to allow anyone to email photos to Procore regardless if they have access to the Photos tool. If this is not checked, only users who have access to the Photos tool (Read-only, Standard, and Admin level users) will be able to email inbound photos.
    • Make emailed photos private by default:  By default, photos added to the Photos tool via email will be viewable by all users who have access to the Photos tool. If you want to expose these photos to all users who have access to the Photos tool, unmark the checkbox.
    • Default album for emailed photos: Select an album that photos emailed into Procore will be added to.​ By default, this will be the "Unclassified" album.
      Note: You can always move photos to different albums.
  • Import photos from Drawings to the Photos tool: Enable or disable photo aggregation from the Drawings tool. See Add Photos to a Drawing.
    • Default album for Drawing photos: By default, Procore will make a new album automatically called "Photos from Drawings" to which all photos added to drawings will be uploaded. From the drop-down menu, select a different destination album if desired. 
    • Make Drawings photos private by default: By default, photos added to drawings and then aggregated into the Photos tool will be viewable by all users who have access to the Photos tool. If you want to hide these photos from anyone but 'Admin' users on the Photos tool, mark the checkbox.
      Note: Photo Aggregation configurations can only be updated by a project (Directory) admin.
  • Import photos from Daily Log to the Photos tool: Enable or disable photo aggregation from the Daily Log tool. See Add a Photo to a Daily Log Entry.
    • Default album for Daily Log photos: By default, Procore will make a new album automatically called "Photos from Daily Log" to which all photos added to daily log entries will be uploaded. From the drop-down menu, select a different destination album if desired.
    • Make Daily Log photos private by default: By default, photos added to daily log entries and then aggregated into the Photos tool will only be viewable by 'Admin' users on the Photos tool. If you want to expose these photos to all users who have access to the Photos tool, unmark the checkbox.
  • Import photos from Punch List to the Photos tool: Enable or disable photo aggregation from the Daily Log tool. See Add a Photo to a Punch List Item.
    • Default album for Punch List photos: By default, Procore will make a new album automatically called "Photos from Punch List" to which all photos added to punch list items will be uploaded. From the drop-down menu, select a different destination album if desired.
    • Make Punch List photos private by default: By default, photos added to punch list items and then aggregated into the Photos tool will only be viewable by 'Admin' users on the Photos tool. If you want to expose these photos to all users who have access to the Photos tool, unmark the checkbox.

Permissions Table

  1. Click the Permissions Table sub tab in the right sidebar.
  2. Set each user's permission for the Photos tool according to your preferences.  
    • clipboard_e64de0d5ff3df171151572e8c5c0081f6.png Access
    • clipboard_ebc6b12dc5b64e1f6a29aab1b0b70ecaf.png No Access
  3. For a list of what users can do at each permission level in Photos, see the Permissions Matrix.
  4. In the example screenshot below, the users have 'None' and 'Read only,' permissions, respectively.

    clipboard_e1cc4dfcf67a3bec7017e41e6a1690571.png

 

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