- 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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Import 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 (4min)
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Import locations (2min)
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Import submittals (3min)
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Import deficiency 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 and 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 (3min)
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Company level 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 (3min)
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Project level Project settings: Active tools
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Configure Project level work breakdown structure (2min)
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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 --- EN-CA
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, deficiency list 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.