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Procore

Configure Advanced Settings: Project Admin

Objective

To configure the advanced settings for the project's Admin tool. 

Background

The options in the Project Settings menu give you the ability to configure a variety of advanced settings for a project.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Admin tool.

Steps

To learn about your options, click a link below:

Configure Project Settings

To learn about the options in the Project Settings menu, see the links below:

project-settings.png

Tool Configuration

To learn about the options in the Tool Configuration menu, see the links below:

Note: These options only appear is the corresponding tool is active on the project. See Add and Remove Project Tools

tool-configuration.png

Permissions

  1. Click the Configure Settings  icon.
    Note: The Permissions Table page automatically opens.
  2. Set the user's access permission level for tool by clicking the icon in the desired column so a GREEN checkmark appears:
  3. 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 (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates

 

See Also

 

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