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Procore

Remove Company Insurance

Objective

To remove insurance information for a company at the company level. 

 

Things to Consider

  • Required User Permission:
    • 'Admin' on the company's Directory tool.

Demo

remove-insurance.gif

Steps

  1. Navigate to the company's Directory tool.
    This reveals the Company Directory.
  2. Click Companies
    This opens the company list. 
  3. Locate the desired company and click Edit.
    This opens the company record in edit mode. 
  4. Click the Insurance tab.
  5. Locate the line item to remove. Then click the RED 'X' on the right.
    A confirmation message appears. 
  6. Click OK to confirm the delete action.
    This removes the line item from the insurance information list.
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