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Procore (en-CA)

Add a Custom Project Role

Objective

To add custom project roles to the company's Admin tool for use on your company's Procore projects. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the company's Admin tool. 
  • Additional Information:

Background

Steps

  1. Navigate to the company's Admin tool.
  2. Under 'Project Settings', click Roles.
  3. Add roles as follows:
  4. Repeat the steps above to add additional roles.
  5. Optional: If you want to rearrange roles, do the following:
    1. Click and drag over the hamburger (≡) button.
    2. Use a drag-and-drop operation to place the role in a new order. 
      arrange-sections.png

See Also