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Considerations

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Permissions & Prerequisites

  • Required User Permissions:

    • To view and manage company-wide support tickets, 'Admin' level permissions to the Company level Directory tool.
      Note: Access is currently limited to company-level admins; granular user permissions will be introduced in future updates.

Limitations

  • Granular Permissions Pending: Initial rollout relies on Company Admin access; granular role-based permissions will be added later.

  • AI Assistance & Request Logging Integration: Automated AI/Copilot context recommendations and customer-facing request logging integrations are planned post-MVP.

Beta Access & Support

As this is a Closed Beta release, features and functionality are subject to change. Your feedback is critical to final development.

  • How to Access: To enroll in the Beta, reach out to your Procore Point of Contact.

    • To access the Dashboard, click the App Selector icon in the Procore global navigation bar, then select Support Dashboard.

  • How to Provide Feedback: Send your feedback directly to your Procore Point of Contact.

  • Support: Submit a ticket using the new dashboard or use standard Procore Support channels if you experience issues.