- Get Started
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Intro to Procore Admin Part 2: Configure Users & Projects
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Navigating Procore (5min)
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Practice: Navigating Procore
- Permissions Tool
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Intro to the Permissions Tool
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Permissions Tool Review
- Procore Imports App
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Intro to the Procore Imports App
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Imports Segment Items into the Company Level Admin Tool (3min)
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Import Users into the Company Level Directory Tool (4min)
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Import Companies into the Company Level Directory Tool (3min)
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Import Locations (2min)
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Import Submittals (3min)
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Import Punch Items (3min)
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Practice: Import Users into Procore
- Company Level Directory
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Intro to the Company Level Directory
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Directory & Permission Levels (6min)
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Add a User to the Company Level Directory Tool (5min)
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Add a Company to the Company Level Directory Tool (5min)
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Create a Distribution Group in the Company Level Directory Tool (2min)
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Company Level Company Directory Review
- Project Level Admin Tool: Project Settings
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Intro to the Project Level Admin Tool: Project Settings
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Manage Project Settings (6min)
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Project Level Project Settings: Active Tools
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Configure Work Breakdown Structure (1min)
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Project Level Project Settings: Working Days
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Project Level Project Settings: Locations
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Project Level Project Settings: Classifications (Optional)
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Project Level Project Settings: Equipment
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Project Level Project Settings: Webhooks
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Project Level Project Settings: Unit Quantity Based Budget (Optional)
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Project Level Admin Tool: Project Settings Review
- Project Templates
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Intro to Project Templates
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Project Templates Review
- Final Exam
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Procore Admin Part 2: Configure Users & Projects Final Exam
- Course Conclusion
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Procore Admin Part 2: Configure Users & Projects Conclusion
Procore Admin Part 2: Configure Users & Projects
Learn how to manage your users and permissions in the Company level Admin tool.
Welcome to the Procore Admin Part 2: Configure Users & Projects certification! This course is designed to teach you how to effectively manage your users and permissions in the Admin tool as a Procore Admin.
By the end of this course, you will be able to:
- Efficiently manage user access to Company and Project level tools using permission templates.
- Import Users, Vendors, Segment Items, Locations, Punch Items, and Submittals using Procore Imports.
- Manage information in your Company Directory.
- Configure a variety of advanced settings for a specific project with the Project Level Admin Tool.
- Use Project Templates to configure various default settings for new projects.