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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

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Steps

  1. Navigate to the Company level Directory tool.
  2. Click Companies
  3. Locate the company with the insurance you want to remove and click Edit.
  4. Click the Insurance tab.
  5. Locate the insurance record you want to remove and click the RED 'X' at the end of its row.
  6. Click OK in the confirmation window.

See Also