Designate an Insurance Manager for Your Procore Company

Objective

To designate a user as an insurance manager for your company's Procore account. 

Background

Users marked as an 'Insurance Manager' receive notifications for expiring insurance records added to the Company and Project level Directory tools.

With the required permissions, Insurance Managers can add and remove insurance information for the contractors, subcontractors, and other vendors who have company records in Procore's Company and Project level Directory tools.

Things to Consider

• Required User Permissions
• Marking a user as an 'Insurance Manager' enables notifications about insurance. If the user needs to add or remove insurance, they must have the required permissions to take those actions in the Company or Project level Directory tool. See Company Directory User Permissions and Project Directory User Permissions.
• Users marked as 'Insurance Managers' appear in the 'Insurance Notification Emails' list in the Company level Admin tool. See Configure your Company Settings.
• There is no limit on the number of users who can be designated as insurance managers.

Steps

1. Navigate to the Company level Directory tool.
2. Click the Users tab.
3. Click Edit next to the user you want to designate as an insurance manager.
4. Mark the Is an Insurance Manager of [Company Name]? checkbox.
5. Click Save. 

See Also

• Insurance Notification Emails
• Add Insurance to a Company Record in the Company Directory
• Remove Company Insurance
• Add Project Insurance to a Company Record in the Project Directory
• Remove Project Insurance from a Company in the Project Directory