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Configure Settings: Company 360 Reporting

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Objective

To configure settings for the Company 360 Reporting tool.

Background

The Company 360 Reporting tool provides a high-level overview of important data across all projects in your company's account. To ensure the right people have access to this information, users with 'Admin' permissions can configure the tool's settings. This tutorial demonstrates how to set the appropriate permission levels for each user at the tool level. However, Procore recommends managing permissions to this tool with a permissions template. See Create a Company Permissions Template.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company 360 Reporting tool.
  • Additional Information:

Steps

  1. Navigate to the Company 360 Reporting tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Click the icon in the column to set a user's permission. A green check mark will appear. ​

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either a Procore Administrator or has been granted permissions to the Procore tools in this company using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Company Permissions Templates.