Company Admin Tool - User Permissions
Company Level Admin
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Important
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Action |
None |
Read Only |
Standard |
Admin |
Notes |
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Add a Budget View for Real-Time Labor Costing |
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Add a Classification |
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Add a Custom Bid Type |
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Add a Custom Department |
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Add a Custom Owner Type |
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Add a Custom Program |
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Add a Custom Project Region |
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Add a Custom Project Role |
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Add a Custom Project Stage |
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Add a Custom Project Type |
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Add a Custom Trade |
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Add a Project Type |
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Add a Template Correspondence Type |
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Add a Unit of Measure to the Units of Measure Master List |
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Add an Office |
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Add Company Cost Codes |
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Add Company Cost Types |
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Add Company Level Observation Types |
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Add Custom Segments |
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Add Employer Identification Number |
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Add Multiple Office Locations |
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Add New Project Dates |
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Add Required Compliance Documents to Compliance Templates (Beta) |
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Add Root Cause Analysis Fields |
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Add Segment Items |
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Add Task Categories |
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Apply Configurable Fieldsets to Projects |
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Arrange the Company Budget Code Structure |
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Change Compliance Template Names (Beta) |
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Configure the Administrative Settings for Procore |
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Configure Company Webhooks |
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Configure Default Estimating Settings |
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Configure Default Views for Estimating |
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Configure Email Notifications when Creating New Projects |
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Configure Single Sign On in the Company Admin Tool |
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Configure the Financial Health Section for the Health Dashboard |
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Users must also have 'Standard' level permissions or higher to the project's Budget tool. |
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Configure Your Company's Default Project Settings |
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Create a Bid Template (Beta) |
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Users must also have 'Read-Only' level permissions or higher to the project's Company Directory tool. |
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Create a Bid Template Collection (Beta) |
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Users must also have 'Read-Only' level permissions or higher to the project's Company Directory tool. |
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Create a Meeting Template |
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Create Custom Submittal Log Statuses |
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Create Custom Submittal Types |
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Create a New Expense Allocation |
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Create New Configurable Fieldsets |
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Create Your Company's Default Work Breakdown Structure |
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Customize Daily Log Names |
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Deactivate Segment Items |
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Delete a Budget |
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Delete a Custom Trade |
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Delete a Meeting Template |
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Delete a Program |
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Delete Company Office Locations |
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Delete Custom Segments |
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Delete Observation Types |
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Delete Root Cause Analysis Fields |
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Display Project Number in Change Project Drop-Down Menu |
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Edit a Meeting Template |
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Edit a Project Template |
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Users can also have 'Admin' level permissions to the Company Directory tool. |
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Edit an Existing Budget View |
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Edit Company Name |
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Edit Company Office Locations |
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Edit Configurable Fieldsets |
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Edit Custom Segment Settings |
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Edit Observation Types |
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Edit or Delete Required Compliance Documents from Compliance Templates (Beta) |
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Edit Program Information |
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Edit Root Cause Analysis Fields |
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Edit Segment Items |
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Enable Avatars |
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Enable/Disable Surveys in Procore |
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Enable or Disable Task Codes |
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Enable Project Level Budget Code Structure Edits |
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Enable Security Settings for Logins, Passwords, and Session Timeout Intervals |
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Enable Sub Jobs for WBS |
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Enable Terms and Conditions |
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Enable Vendor Insurance Notifications |
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Enable the DocuSign® Integration on Your Company's Procore Account |
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Export Segments to CSV |
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Import Segment Items into your Company Level Admin Tool |
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Manage Apps |
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Manage Custom Statuses for Correspondence Types |
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Reactivate Segment Items |
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Remove Configurable Fieldsets from Projects |
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Set up a New Budget View |
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Set Up the Procore Labor Productivity Cost Budget View |
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Set Default Change Order Configuration |
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Set Time Zone |
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Turn T&M Ticket Sections On and Off |
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Update the Tool Settings for Contracts |
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Upload a Company Logo |
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View Account Information |
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View Project Insights |
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View the Company Cost Type Segment Settings |
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