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Procore

Setup Guide

Overview

If you are a user who has been granted 'Admin' level permissions to the Project level Submittals tool, there are a variety of settings that you can configure and manage for a project.  

Prerequisites

Before you can configure and manage the Submittals tool on a project, it must be enabled by a user with 'Admin' level permissions to the Project level Admin tool. 

Preparation Phase

Before you configure the settings for the Project level Submittals tool, review the following articles to determine if your project will require the following tasks to be performed by a Procore Implementation Manager or Customer Success Manager:

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