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Procore

Company Admin Tool - User Permissions

Company Level Admin

 Important
Action None Read Only Standard Admin Notes
Add a Budget View for Real-Time Labor Costing       icon-mindtouch-table-check.png  
Add a Custom Department       icon-mindtouch-table-check.png  
Add a Custom Owner Type       icon-mindtouch-table-check.png  
Add a Custom Program       icon-mindtouch-table-check.png  
Add a Custom Project Region       icon-mindtouch-table-check.png  
Add a Custom Project Role       icon-mindtouch-table-check.png  
Add a Custom Project Stage       icon-mindtouch-table-check.png  
Add a Custom Project Type       icon-mindtouch-table-check.png  
Add a Custom Trade       icon-mindtouch-table-check.png  
Add a Project Type       icon-mindtouch-table-check.png  
Add a Template Correspondence Type       icon-mindtouch-table-check.png  
Add a Unit of Measure to the Units of Measure Master List       icon-mindtouch-table-check.png  
Add an Office       icon-mindtouch-table-check.png  
Add Company Cost Codes       icon-mindtouch-table-check.png  
Add Company Cost Types       icon-mindtouch-table-check.png  
Add Company Level Observation Types       icon-mindtouch-table-check.png  
Add Custom Segments       icon-mindtouch-table-check.png  
Add Employer Identification Number       icon-mindtouch-table-check.png  
Add Multiple Office Locations       icon-mindtouch-table-check.png  
Add New Project Dates       icon-mindtouch-table-check.png  
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Add Segment Items       icon-mindtouch-table-check.png  
Add Task Categories       icon-mindtouch-table-check.png  
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png  
Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png  
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png  
Configure Company Webhooks       icon-mindtouch-table-check.png  
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png  
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png  
Create a Meeting Template       icon-mindtouch-table-check.png  
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png  
Create Custom Submittal Types       icon-mindtouch-table-check.png  
Create a New Expense Allocation       icon-mindtouch-table-check.png  
Create New Configurable Fieldsets       icon-mindtouch-table-check.png  
Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png  
Deactivate Segment Items       icon-mindtouch-table-check.png  
Delete a Budget View       icon-mindtouch-table-check.png  
Delete a Custom Trade       icon-mindtouch-table-check.png  
Delete a Meeting Template       icon-mindtouch-table-check.png  
Delete a Program       icon-mindtouch-table-check.png  
Delete Company Office Locations       icon-mindtouch-table-check.png  
Delete Custom Segments       icon-mindtouch-table-check.png  
Delete Observation Types       icon-mindtouch-table-check.png  
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png  
Edit a Meeting Template       icon-mindtouch-table-check.png  
Edit an Existing Budget View        icon-mindtouch-table-check.png  
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png  
Edit Company Name       icon-mindtouch-table-check.png  
Edit Company Office Locations       icon-mindtouch-table-check.png  
Edit Configurable Fieldsets       icon-mindtouch-table-check.png  
Edit Custom Segment Settings       icon-mindtouch-table-check.png  
Edit Observation Types       icon-mindtouch-table-check.png  
Edit Program Information       icon-mindtouch-table-check.png  
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Edit Segment Items       icon-mindtouch-table-check.png  
Enable Avatars       icon-mindtouch-table-check.png  
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png  
Enable or Disable Task Codes       icon-mindtouch-table-check.png  
Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png  
Enable Security Settings for Logins, Passwords, and Session Timeout Intervals       icon-mindtouch-table-check.png  
Enable Sub Jobs for WBS       icon-mindtouch-table-check.png  
Enable Terms and Conditions       icon-mindtouch-table-check.png  
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png  
Enable the DocuSign® Integration on Your Company's Procore Account       icon-mindtouch-table-check.png  
Export Segments to CSV       icon-mindtouch-table-check.png  
Import Segment Items into your Company Level Admin Tool       icon-mindtouch-table-check.png  
Manage Apps       icon-mindtouch-table-check.png  
Manage Custom Statuses for Correspondence Types       icon-mindtouch-table-check.png  
Reactivate Segment Items       icon-mindtouch-table-check.png  
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png  
Set up a New Budget View        icon-mindtouch-table-check.png  
Set Up the Procore Labor Productivity Cost Budget View        icon-mindtouch-table-check.png  
Set Default Change Order Configuration       icon-mindtouch-table-check.png  
Set Time Zone       icon-mindtouch-table-check.png  
Update the Tool Settings for Contracts       icon-mindtouch-table-check.png  
Upload a Company Logo       icon-mindtouch-table-check.png  
View Account Information       icon-mindtouch-table-check.png  
View Project Insights       icon-mindtouch-table-check.png  
View the Company Cost Type Segment Settings       icon-mindtouch-table-check.png  
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