1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Company Level > Admin > Tutorials > Add a Custom Owner Type

Add a Custom Owner Type

Objective

To add custom owner types to company's Admin tool for use on your company's Procore projects. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Admin tool. 
  • Additional Information:
    • There is no limit to the number of owner types you can create.
    • You cannot delete an owner type from this list when it is assigned to one (1) or more projects in your company's Procore account.
    • The Steps below add selections to the 'Owner Type' drop-down lists to these areas in Procore:

Background

In the company's Admin tool, you can create a list of the Owner Types on the Project Settings page. This allows your project administrators to specify the Owner Type on each project in your company's Procore account. 

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page. 
  2. Under Administrative Settings, click Project Settings.
    This opens the Project Settings page.
  3. Scroll to Owner Type Settings
  4. Do the following:
    • Owner Type. Enter a name for the new owner type.

    • Add Owner Type. Click this button to add the new owner type. 

  5. Click Save Changes.
    This adds the new owner type to the list. 
You must to post a comment.
Last modified

Tags

Classifications

This page has no classifications.