Add a Custom Owner Type
Objective
To add custom owner types.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level 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 level 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
- Navigate to the Company level Admin tool.
This reveals the Company Settings page.
- Under "Project Settings," click Defaults.
- Scroll to the "Owner Types" section.
- 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.
- Click Save Changes.
This adds the new owner type to the list.