Admin Tool
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
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Add a Budget View for Real-Time Labor Costing |
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Add a Classification |
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Add a Custom Department |
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Add a Custom Owner Type |
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Add a Custom Program |
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Add a Custom Project Region |
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Add a Custom Project Role |
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Add a Custom Project Stage |
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Add a Custom Project Type |
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Add a Custom Trade |
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Add a Project Type |
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Add a Template Correspon |
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Add a Unit of Measure to the Units of Measure Master List |
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Add an Office |
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Add Company Cost Codes |
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Add Company Cost Types |
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Add Company Level Observation Types |
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Add Custom Segments |
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Add Employer Identification Number |
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Add Multiple Office Locations |
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Add New Project Dates |
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Add Required Compliance Documents to Compliance Templates (Beta) |
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Add Root Cause Analysis Fields |
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Add Segment Items |
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Add Task Categories |
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Apply Configurable Fieldsets to Projects |
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Arrange the Company Budget Code Structure |
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Change Compliance Template Names (Beta) |
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Configure the Administrative Settings for Procore |
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Configure Company Webhooks |
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Configure Default Estimating Settings |
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Configure Default Views for Estimating |
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Configure Single Sign On in the Company Admin Tool |
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Configure Your Company's Default Project Settings |
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Create a Meeting Template |
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Create Custom Submittal Log Statuses |
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Create Custom Submit |
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Create a New Expense Allocation |
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Create New Configurable Fieldsets |
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Create Your Company's Default Work Breakdown Structure |
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Customize Daily Log Names | |||||
Deactivate Segment Items |
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Delete a Budget |
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Delete a Custom Trade |
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Delete a Meeting Template |
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Delete a Program |
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Delete Company Office Locations |
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Delete Custom Segments |
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Delete Observation Types |
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Delete Root Cause Analysis Fields |
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Display Project Number in Change Project Drop-Down Menu |
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Edit a Meeting Template |
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Edit an Existing Budget View |
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Edit Company Name |
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Edit Company Office Locations |
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Edit Configurable Fieldsets |
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Edit Custom Segment Settings |
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Edit Observation Types |
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Edit or Delete Required Compliance Documents from Compliance Templates (Beta) |
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Edit Program Information |
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Edit Root Cause Analysis Fields |
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Edit Segment Items |
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Enable Avatars |
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Enable/Disable Surveys in Procore |
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Enable or Disable Task Codes |
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Enable Project Level Budget Code Structure Edits |
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Enable Security Settings for Logins, Passwords, and Session Timeout Intervals |
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Enable Sub Jobs for WBS |
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Enable Terms and Conditions |
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Enable Vendor Insurance Notifications |
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Enable the DocuSign® Integration on Your Company's Procore Account |
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Export Segments to CSV |
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Import Segment Items into your Company Level Admin Tool |
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Manage Apps |
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Manage Custom Statuses for Correspondence Types |
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Reactivate Segment Items |
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Remove Configurable Fieldsets from Projects |
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Set up a New Budget View |
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Set Up the Procore Labor Productivity Cost Budget View |
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Set Default Change Order Configuration |
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Set Time Zon |
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Update the Tool Settings for Contracts |
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Upload a Company Logo |
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View Account Information |
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View Project Insights |
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View the Company Cost Type Segment Settings |
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