Update Your Personal Settings in Procore Estimating

• Required User Permissions:

  • Any user role in Procore Estimating. See What are the different 'user roles' in Procore Estimating?

1. Navigate to your account in Procore Estimating.

2. Click your name in the upper right corner.

3. Click Personal Settings.

4. The following areas are available to update:

   • Personal Details

   • Options

   • Notifications

Personal Details

1. On the Personal Settings page, click Personal Details.

2. See steps for the available options below:

To Upload an Avatar:

1. Click the pencil icon.

2. Select a file to upload.

3. Click Upload.

4. Click Save to save your changes.

To Remove your Avatar:

1. Click the x icon next to your avatar.

2. Click Save to save your changes.

To Add or Update your Email Address:

1. Click the pencil icon in the Email field.

2. Enter your email address in the New Email field.

3. Confirm the same email address in the New Email Confirmed field.

4. Click Confirm.

5. Click Save to save your changes.

To Add or Edit your Phone Number:

1. Click into the Mobile Phone Number field.

2. Enter the phone number.

3. Click out of the field.

4. Click Save to save your changes.

To Change Your Password:

1. Click Change Password.

2. Enter the password you are currently using in the Current Password field.

3. Enter your new password in the New Password field.

4. Confirm the same password in the Confirm New Password field.

5. Click Change.

6. Click Save to save your changes.

Options

1. On the Personal Settings page, click Options.

2. The following settings are available:

   • Show Getting Started Instructions Panel

     • Click the toggle ON if you want the Getting Started panel to show in Esticom.
       OR
       Click the toggle OFF if you do NOT want the Getting Started panel to show in Esticom.

   • Use Last Additional Notes in New Projects

     • Click the toggle ON if you want last Additional notes in new projects.
       OR
       Click the toggle OFF if you do NOT want last Additional notes in new projects.

3. Click Save to save your changes.

Notifications

1. On the Personal Settings page, click Notifications.

2. Enable project due date reminders :

   • If you want to receive reminders for project due dates, click the toggle ON.
     OR
     If you do NOT want to receive reminders for project due dates, make sure the toggle is turned OFF.

3. Click Save to save your changes.