Request to Enable the Instructions Tool
Objective
To submit a request to enable the Instructions tool for your company's Procore account.
Background
The Instructions tool is a country-specific tool that has been developed specifically for Procore customers in Australia, New Zealand, and Canada. This tool provides team members on a construction project with the ability to capture and record all contractor site instructions for that project.
Things to Consider
- Required User Permission:
- To submit a request, you must be your company's Procore Administrator.
- Additional Information:
- This tool must be enabled for you by your company's Procore point of contact.
Steps
- Ensure that you are a user with 'Admin' level permissions to the company's Admin tool.
Note: The Instructions tool is country-specific and developed for Procore Customers in Australia, New Zealand, and Canada. - Submit a request to your company's Procore point of contact or send an email to your company's Procore point of contact.
- When your request is received, an authorized Procore employee will work with you to enable this configuration setting in Procore.
SUPERUSER ONLY
Important! This tool MUST be enabled by the client's Procore point of contact. If a customer in the United States requests to enable the Instructions tool, please refer to this document: https://docs.google.com/spreadsheets...t?usp=drivesdk
To enable the Instructions tool:
- Log in to Procore as a Superuser.
- Navigate to the company's Admin tool.
The Company Settings page appears. - Under Administrative Settings, click Project Settings.
The Project Settings page appears. - Under Available Project Tools (Superuser Only), place a checkmark in the Instructions box.
- Scroll to the bottom of the page.
- Click Save Changes.
This activates the tool in the company's Procore account so the company's Procore Administrator can perform the next step.