Configure Administrative Settings: Company Admin
Background
Users with 'Admin' level permissions on the company's Admin tool can configure multiple options for the company's Procore account in the Administrative Settings area.
Things to Consider
- Required User Permissions
- Additional Information:
- To configure settings for a Procore project, see Configure Settings: Project Admin.
Available Settings
After navigating to the Company level Admin tool, administrators can configure company, project, and tool settings for Procore.
Company Settings
Under Company Settings, click a link to view the corresponding tutorial:
- Account Information: View Account Information
- App Management: Manage Apps
- Certification Analytics: View the Certification Dashboard
- Classifications: Add a Classification
- Conversations: Configure Access and Settings for the Conversations Tool
- Currency Settings: Configure Company Currency Settings
- Expense Allocations: Create a New Expense Allocation
- General Settings:
- Procore Explore: Manage Features with Procore Explore
- Root Cause Analysis: Add, Edit, or Delete Root Cause Analysis Fields
- Security Settings: Manage Secure File Access for Your Company's Procore Account
- Service Accounts: Create, Edit, or Delete a Service Account, or Reset the Client Secret for a Service Account
- Single Sign On Configuration: Configure Single Sign-On in the Company Admin Tool
- Trades: Add a Custom Trade
- Unit of Measure Master List: Add a Unit of Measure to the Master List
- Webhooks: Configure Company Webhooks
- Work Breakdown Structure:
Project Settings
Under Project Settings, click a link to view the corresponding tutorial:
- Dates: Add New Project Dates
- Defaults:
- Fieldset: Create Configurable Fieldsets, Custom Sections, Custom Fields
- Project Templates: Manage Project Templates
- Roles: Add a Custom Project Role
Tool Settings
Under Tool Settings, click a link to view the corresponding tutorial:
- Action Plans:
- Bidding: Set the Default Company Bidding Configuration
- Budget:
- Change Management:
- Connection Manager: Configure Connection Approval Settings
- Contextual Help: Manage Contextual Help Links
- Contracts & Change Orders:
- Coordination Issues:
- Correspondence:
- Daily Log / Directory / Documents (Project) / Drawings: Create Configurable Fieldsets, Custom Sections, Custom Fields
- Forms:
- Incidents:
- Inspections:
- Invoicing:
- Meetings: Configure, Create, Edit, and Delete a Meeting Template
- My Time:
- Observations: *
- Punch List:
- RFIs: Create Configurable Fieldsets, Custom Sections, Custom Fields
- Specifications: Create Configurable Fieldsets and Custom Fields
- Submittals:
- T&M Tickets: Create Configurable Fieldsets and Custom Fields
- Tasks:
- Tax Codes: Configure Tax Code Settings
- Timesheets: Create Configurable Fieldsets and Custom Fields