Manage Contextual Help Links
Background
In the Procore application, you can add a button for users to access a support article that is relevant to their screen or Procore task. The support article may help them have more success in completing their tasks. This tutorial guides Admin in adding, editing, and deleting these in-app links from the Company level Admin tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
Steps
- Navigate to the Company level Admin tool.
- Under 'Tool Settings,' click Contextual Help.
- Find the category you want to edit:
Default Support Site
Your default support site is the version of the Procore support articles available to users of your Procore application. If you purchased Training Center, you see it listed here, and if you did not purchase it, your default support site is the one that is generally available to all Procore users. Regardless of which version of the support site you have access to, you can edit the support site landing page for your users' different locales.
Choose an action:
- Click Edit
to modify a default support site URL. - Click the URL to visit the support site landing page for a specific locale.
Contextual Help Links
Add, edit, or delete in-app links to the support site. Choose an action:
- Click the + Create button to add the Contextual Help button to a page of the Procore application.
- Click Edit to view or modify what support article is linked from that page of the Procore application.
- Click Delete
to remove the Contextual Help button from that page of the Procore application. - Click a URL to visit that page of the Procore application.