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Procore

Permissions

Company Level Admin

The following table highlights which user permissions are required to perform the described user action.

NEW - Indicates the task requires your company to receive the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

LEGACY - Indicates the task can only be performed until your company receives the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

tool-icon_integration.png - Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

Task None Read Only Standard Admin
Add a Budget View for Real-Time Labor Costing       icon-mindtouch-table-check.png
Add a Custom Department       icon-mindtouch-table-check.png
Add a Custom Owner Type       icon-mindtouch-table-check.png
Add a Custom Program       icon-mindtouch-table-check.png
Add a Custom Project Region       icon-mindtouch-table-check.png
Add a Custom Project Role       icon-mindtouch-table-check.png
Add a Custom Project Stage       icon-mindtouch-table-check.png
Add a Custom Project Type       icon-mindtouch-table-check.png
Add a Custom Trade       icon-mindtouch-table-check.png
Add a Project Type       icon-mindtouch-table-check.png
Add a Template Correspondence Type       icon-mindtouch-table-check.png
Add a Unit of Measure to the Units of Measure Master List       icon-mindtouch-table-check.png
Add an Office       icon-mindtouch-table-check.png
NEW Add Company Cost Codes       icon-mindtouch-table-check.png
NEW Add Company Cost Types       icon-mindtouch-table-check.png
Add Company Level Observation Types       icon-mindtouch-table-check.png
NEW Add Custom Segments       icon-mindtouch-table-check.png
LEGACY Add, Edit, and Delete Company Cost Codes       icon-mindtouch-table-check.png
Add Employer Identification Number       icon-mindtouch-table-check.png
Add Multiple Office Locations       icon-mindtouch-table-check.png
Add New Project Dates       icon-mindtouch-table-check.png
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png
NEW Add Segment Items       icon-mindtouch-table-check.png
Add Task Categories       icon-mindtouch-table-check.png
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
tool-icon_integration.png Archive and Unarchive Cost Codes Synced with an ERP Integration       icon-mindtouch-table-check.png
NEW Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png
Configure Cost Code Preferences       icon-mindtouch-table-check.png
tool-icon_integration.png Configure Cost Code Preferences for ERP Integrations       icon-mindtouch-table-check.png
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png
Configure Company Webhooks       icon-mindtouch-table-check.png
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png
Create a Meeting Template       icon-mindtouch-table-check.png
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Types       icon-mindtouch-table-check.png
Create a New Expense Allocation       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
NEW Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png
NEW Deactivate Segment Items       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete a Custom Trade       icon-mindtouch-table-check.png
Delete a Meeting Template       icon-mindtouch-table-check.png
Delete a Program       icon-mindtouch-table-check.png
Delete Company Office Locations       icon-mindtouch-table-check.png
NEW Delete Custom Segments       icon-mindtouch-table-check.png
Delete Observation Types       icon-mindtouch-table-check.png
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png
Edit a Meeting Template       icon-mindtouch-table-check.png
Edit an Existing Budget View        icon-mindtouch-table-check.png
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png
Edit Company Name       icon-mindtouch-table-check.png
Edit Company Office Locations       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
NEW Edit Custom Segment Settings       icon-mindtouch-table-check.png
Edit Observation Types       icon-mindtouch-table-check.png
Edit Program Information       icon-mindtouch-table-check.png
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png
NEW Edit Segment Items       icon-mindtouch-table-check.png
Enable Avatars       icon-mindtouch-table-check.png
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png
NEW Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png
Enable Security Settings for Logins, Passwords, and Session Timeout Intervals       icon-mindtouch-table-check.png
NEW Enable Sub Jobs for WBS       icon-mindtouch-table-check.png
Enable Terms and Conditions       icon-mindtouch-table-check.png
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png
Enable the DocuSign® Integration on Your Company's Procore Account       icon-mindtouch-table-check.png
NEW Export Segments to CSV       icon-mindtouch-table-check.png
Import Segment Items into your Company Level Admin Tool       icon-mindtouch-table-check.png
Manage Apps       icon-mindtouch-table-check.png
Manage Custom Statuses for Correspondence Types       icon-mindtouch-table-check.png
NEW Reactivate Segment Items       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png
Set up a New Budget View        icon-mindtouch-table-check.png
Set Up the Procore Labor Productivity Cost Budget View        icon-mindtouch-table-check.png
Set Default Change Order Configuration       icon-mindtouch-table-check.png
Set Time Zone       icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Update the Tool Settings for Contracts       icon-mindtouch-table-check.png
Upload a Company Logo       icon-mindtouch-table-check.png
View Account Information       icon-mindtouch-table-check.png
NEW View the Company Cost Type Segment Settings       icon-mindtouch-table-check.png

* The user must have 'Admin' level permissions on both the Company and Project level Admin tools.