Company Admin Tool - User Permissions

Company Level Admin

The following table highlights which user permissions are required to perform the described user action.

NEW - Indicates the task requires your company to receive the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

LEGACY - Indicates the task can only be performed until your company receives the Work Breakdown Structure update. See Financials Management: Introducing Work Breakdown Structure.

 - Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

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

* The user must have 'Admin' level permissions on both the Company and Project level Admin tools.