Recommended Learning Path for Procore Administrators
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.
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.
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).
- Configure a Project Template
- (Optional) Create Your Project's Work Breakdown Structure
- Configure the Change Order Tier Settings for Project Financials
Project Level Configurations
Tool Configuration Management