Designate an Insurance Manager for Your Procore Company

Objective

To designate a user as an insurance manager for your company's Procore account. 

Background

An insurance manager can add insurance information for the contractors, subcontractors and other vendors who have company records in Procore's Company and Project level Directory tools. The responsibilities of an insurance manager include:

• Adding insurance policies to the vendor records in the Directory tool.
• Receiving automated email notifications from Procore about the expiration of vendor insurance policies. 
• Updating insurance policy information as it changes.
• Removing insurance information from your vendor records when the information is no longer relevant.

Things to Consider

• Required User Permissions:
  • To designate an Insurance Manager:
    • 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users' granular permission enabled on your permissions template.
    •  'Admin' level permissions on the Company level Directory.
      Notes:
      • You can use the steps below to designate a Procore user as an Insurance Manager. However, for that user to be able to add or update insurance information, they will also need to be assigned 'Admin' on the Company and/or Project Directory.
      • To learn more, see these articles:
        • Add Insurance to a Company Record in the Company Directory
        • Remove Company Insurance
        • Add Project Insurance to a Company Record in the Project Directory
        • Remove Project Insurance from a Company in the Project Directory
• Additional Information:
  • There is no limit on the number of users who can be designated as insurance managers.
  • An insurance manager is typically an employee of your company.
    • If the manager has 'Admin' permissions on the Company Directory, they are responsible for managing the insurance records for ALL of the companies (e.g., subcontractors, vendors, suppliers and so on) in your Company level Directory tool. 
    • If the manager has 'Admin' permissions on the Project Directory, they are are responsible for managing the insurance records for ALL of the companies (e.g., subcontractors, vendors, suppliers and so on) in your Project level Directory tool. 
  • If you want your Insurance Manager to be alerted by an automated email notification when an insurance certificate is close to its expiration date, see Insurance Notification Emails. 

Prerequisites

Add a User Account to the Company Directory

Steps

1. Navigate to the Company level Directory tool.
2. Click the Users tab.
3. Click Edit next to the user you want to designate as an insurance manager.
4. Mark the Is an Insurance Manager of [Company Name]? checkbox.
5. Click Save. 
   This designates the user as an insurance manager for your company's Procore account. They will receive email notifications for expiring insurance records added to the Company level Directory and added to the Project level Directory for projects they have been added to.
   Note: This user's name will now appear in the 'Insurance Notification Emails' list in the Company level Admin tool.

See Also

• Add Company Insurance
• Insurance Notification Emails