Designate an Insurance Manager for Your Procore Company

Objective

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

Background

Things to Consider

• Required User Permissions:
  • To designate an Insurance Manager, 'Admin' on the Company 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
  • Notes:
• 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. 

Demo

Steps

1. Navigate to the Company level Directory tool.
2. Click the Users tab.
3. Choose from these options:
   • Locate the desired user in the list. Then click Edit.
     OR
   • Click Add User. Then add the user to the Directory tool. See Add a User Account to the Company Directory.
4. Scroll down and mark the Is an Insurance Manager of [company]? checkbox.
   Notes:
   • To make additions, changes or to remove insurance information, any user you designate as an Insurance Manager must also be assigned 'Admin' level permissions on the Directory.
   • To learn more, see Things to Consider above. 
5. Scroll to Current Project Settings.
6. For each desired project, verify that the Current Permission Template assigned to the user has 'Admin' level permission on the Project level Directory tool. See Manage Permission Templates.
7. Click Save. 
   This designates the user as the Insurance Manager for the desired projects in your company's Procore account.
   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