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Configure Your Company Settings

Objective

To configure settings and preferences for your company's Procore account using the company's Admin tool.

Background

The Admin tool lets you define a variety of general settings and preferences for your company's Procore account.

Things to Consider

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.

    company-settings.png
     
  2. Follow the steps detailed below to update: 

Company Settings



 

  • Company Name. Enter your organization's company name. For example, Brick Construction, Nelson General Contractors, and so on. This is the company name that will appear on all of the emails, forms, and reports generated by Procore.

  • Time Zone. Select a time zone for your organization from the drop-down list. This setting ensures that the system's date and timestamps are set to the appropriate timezone for your business (e.g., timecard entries, change histories, and so on). It also determines the regional weather forecasts for your location.

  • Employer Identification Number: Enter your company's Employer Identification Number (EIN) (a.k.a., Federal Tax ID).

  • Display Project Number in Change Project Drop-Down List. Place a checkmark in this box to display the project number next to the project name in the Select a Project menu in the Procore web application's navigation bar. (Note: The project number is set in the project's Admin tool).

  • Enable Surveys in Procore. Place a checkmark in this box if you want to participate in Procore's user survey program. When selected, Procore periodically sends you a survey to request feedback about your user experience.

  • Enable Avatars. Place a checkmark in this box to enable the user of personal avatars in the Directory tool. This provides your organization's end users with the ability to upload a personal avatar or profile photo to Procore. See Upload Your Avatar or Profile Photo to Procore. (Note: An avatar or profile photo can ONLY be uploaded by the end user and will appear in the user's profile in the Company and Project Directory tool). 

  • Upload Company Logo. Upload your organization's corporate logo to Procore. See Upload a Company Logo. The logo that you upload will appear on most emails, forms, pages, and reports associated with your company's Procore account.

  • Select Previously Uploaded Logo. After uploading a company logo (see Upload a Company Logo), click the plus (+) sign to select the most recent logo previously uploaded to Procore. See Revert to a Previously Uploaded Logo

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Single Sign-On (SSO)

If your company has implemented a supported Single Sign-On (SSO) solution, use the links below to configure SSO on your Company Settings page. For instructions, see: 

 



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Office Settings

Office Settings. Use the controls in this area to add and edit your organization's settings for its office locations. To add a new office location to your organization's list, click Add Office (for details, see Add an Office Location). To edit an existing office location, click Edit and then update the record as needed. To delete an office, click the RED 'x' in the far right column (Note: An office location can only be deleted when there are no Procore projects associated with it). 

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Terms & Conditions

Under Terms & Conditions, you can add company-specific legal language to specify the usage agreement for your company's implementation of the Procore system.

  • To add your terms and conditions to Procore, enter the desired text in the box. See examples below.
  • To prompt new users to agree to the "Terms & Conditions" when logging in to Procore for the first time, place a check mark in the Enable Terms & Conditions box. The first time a user logs in to Procore, they must agree to the specified term and conditions. If they decline to accept the conditions, the user is prompted to click a link to exit the system.
  • If you update your Terms & Conditions and want your users to accept your updated terms and conditions, mark the Trigger Re-Acceptance of Terms & Conditions for All Users checkbox. This checkbox is cleared by default. 

If your company does not have its own Terms & Conditions, you may adopt one of these examples as a guideline"

EXAMPLE 1

The information on this web site is provided on an "as is" basis. To the fullest extent permitted by law, this Company: excludes all representations and warranties relating to this website and its contents or which is or may be provided by any affiliates or any other third party, including in relation to any inaccuracies or omissions in this website and/or the Company's literature; and excludes all liability for damages arising out of or in connection with your use of this website. This includes, without limitation, direct loss, loss of business or profits (whether or not the loss of such profits was foreseeable, arose in the normal course of things or you have advised this Company of the possibility of such potential loss), damage caused to your computer, computer software, systems and programs and the data thereon or any other direct or indirect, consequential and incidental damages.

EXAMPLE 2
These terms and conditions form part of the Agreement between the Client, the Subcontractor and ourselves. Your accessing of this website or Agreement indicates your understanding, agreement to and acceptance, of the Disclaimer Notice and the full Terms and Conditions contained herein.

EXAMPLE 3

By accessing this website (and using and utilizing any applications or software to do so) you consent to these terms and conditions and to the exclusive jurisdiction of the Alberta courts in all disputes arising out of such access. If any of these terms are deemed invalid or unenforceable for any reason (including, but not limited to the exclusions and limitations set out herein), then the invalid or unenforceable provision will be severed from these terms and the remaining terms will continue to apply. Failure of the Company to enforce any of the provisions set out in these Terms and Conditions and any Agreement, or failure to exercise any option to terminate, shall not be construed as waiver of such provisions and shall not affect the validity of these Terms and Conditions or of any Agreement or any part thereof, or the right thereafter to enforce each and every provision. These Terms and Conditions shall not be amended, modified, varied or supplemented except in writing and signed by duly authorized representatives of the Company.

Insurance Notification Emails

In Procore, an insurance manager is an internal employee at your company who serves as your organization's primary point of contact for ensuring that the insurance policies for your vendors (e.g., contractors, subcontractors, and other vendors) are in compliance with requirements and that their policy and certificate information is kept up-to-date in Procore. Insurance information for your vendors can be added and maintained in Procore's Company and Project level Directory tools. The responsibilities of an insurance manager include:

  • Adding insurance polices for your vendors to the Directory tool.
  • Receiving automated email notifications from Procore about expiring insurance policies for your vendors. 
  • Updating insurance policies as information changes.
  • Removing insurance information for your vendors when the information is no longer relevant.


insurance notificationemails1.png
 

Under Insurance Notification Emails, Procore reveals a list of users that receive notifications about expiring and expired vendor insurance. Procore will send these users an email notification within 2 weeks of the insurance's expiration date.

  • To add users to the list, go the the Directory tool. Next, click Edit by the desired user and then place a check mark in the Is an Insurance Manager of [Company Name]? box (see illustration below).
  • To remove users from the list, clear the check mark from the box in the Directory tool.

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Note: To learn how to add and update insurance for one of your company's vendors (i.e., contractors, subcontractors, and other vendors), see Add Insurance for a Vendor in the Company Directory and Update Expiring Insurance for a Vendor in the Company Directory.

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SFTP Connection Error Emails

If your Procore account is configured to import data via Simple File Transfer Protocol (SFT), select a user from the Send To drop-down list. The system will send a notification to this person in the event of a connection issue. 

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Last modified
10:33, 16 Oct 2017

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