Skip to main content
Procore

Procore Administrator

  1. Last updated
    Sep 27, 2023
  2. Save as PDF

Did you know?

Procore Administrators (a.k.a., Company Admins) are responsible for the overall administration of your company's Procore account. They are appointed by your company to make key administrative decisions and control access to Procore for your environment:

 A Procore Administrator can do the following:

  • Manage user permissions and access levels
  • Access and manage configurations in a company's Procore account
  • Create custom company reports
  • Make key decisions and submit requests to Procore Customer Support, Customer Success, and Sales. 

Are you Procore Certified?

Complete our role-based training course and earn a Procore Certified: Procore Admin certificate. Click here to register.

thumb_admin-certification.jpg

  • Self-paced, online training course
  • All content is specifically designed to teach Procore Admins how to perform all project-related tasks in Procore.

To learn more about other certification courses, see Procore Certification. 

To help streamline the setup process, it's recommended that your company's Procore Administrator follow these instructions. For answers to common questions about the Procore Administrator (a.k.a., Company Admin) role, see these Common Questions.

 Note

A Procore Administrator is a user who has 'Admin' level permissions on all of the Company level Tools in Procore. Granting a user ‘Admin’ level permissions in the Company level Directory tool automatically assigns that user ‘Admin’ permissions on all Company level tools. Also called a Company Administrator.

Procore Implementation

For a detailed breakdown of each step during the implementation process, please see Procore Implementation Roadmap.

 

 

 

Company Level Configurations

Welcome to Procore! The following instructions are for the person(s) at your company that will serve as your company's Procore administrator (i.e. the person responsible for setting up and configuring your Procore account). 

General
  1. Configure Your Company Settings
  2. Create Your Company's Default Work Breakdown Structure
  3. Custom Forms
  4. Install Procore's Mobile Application (iOS, Android)
  5. Install Procore Drive - Procore Drive Setup Guide (PC only) 
User Management
  1. Request Company and People Imports
  2. Create a Project Permissions Template
  3. Assign a Project Permissions Template to a User in the Project Directory
Project Management
  1. Configure a Project Template
  2. (Optional) Create Your Project's Work Breakdown Structure
  3. Configure the Change Order Tier Settings for Project Financials
Reporting
  1. Create a Custom Company Report Dashboard
  2. Create a Custom Project Report
  3. Create and View and RFI Report
  4. Share a Custom Submittals Report
  5. Create a Custom Company Report

Project Level Configurations 

To learn about your tool-specific configuration options, see the links in the Tool Configuration Management table below and visit the User Permissions Matrix - Web.

Tool Configuration Management

Company Level

Project Level