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Procore

Manage Features With Procore Explore

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 In Beta
Procore Explore is currently in Closed Beta. Reach out to your Procore point of contact to request access.

Objective

To manage the availability of new Procore features using Procore Explore.

Background

Procore Explore is found in the Company level Admin tool. Explore allows you to manage your company's access to some of the new features released to Procore. Right now, features available through Explore are beta features.

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions on the Company level Admin tool
  • Considerations
    • Procore Explore presents a terms and conditions agreement that is applicable to all features that can be managed through Explore. The agreement is signed only once by the first Company Admin user to do so.
    • Right now you can view all beta programs available through Explore, even if you do not license the tool a given beta is tied to, or if it is not yet available in your region or preferred language. Read the feature's description to understand availability. If you opt in to a beta to which your company does not have access because you do not meet the availability criteria, the beta will not be enabled. However, it may still appear to be enabled in Explore.
    • Content within Procore Explore is currently being translated to languages other than United States English. Content may not appear in your preferred language at this time.

Steps

  1. Navigate to the Company level Admin tool.
  2. Select Procore Explore from the Company Settings list.
  3. If it has not yet been done, agree to the terms and conditions. Read the terms and conditions and mark the checkbox indicating you understand and agree to the terms of service. You can download the agreement for future reference.
    Note: The terms and conditions agreement is signed only once for a company's Procore account, and is applicable to all features available both currently and in the future through Procore Explore.
  4. View the list of available features, or search and filter to narrow down to those that you want to explore.
  5. Click Details to view information about the feature.
  6. To enable the feature, click Join Beta.
  7. Select from the following options:
    • Apply to company account. This enables the feature for all projects and all users within your company's account.
    • Apply to specific projects. This enables the feature for selected projects. Only users with access to these projects are able to use the beta feature.
    • Apply to specific users. This enables the beta for selected users across all projects they have access to.
  8. If you choose to apply to specific users or projects, mark the checkbox next to the desired users or projects in the list.
  9. Click Next.
  10. Click Accept & Join.
  11. A message appears indicating you have successfully enabled the feature. The screen automatically refreshes, and the status of the feature you enabled changes from 'Available' to 'Joined.'