Remove Company Insurance

Objective

To remove insurance information for a company at the company level. 

Things to Consider

• Required User Permissions:
  • 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
    OR
  • 'Admin' level permissions on the Company level Directory tool.

Demo

Steps

1. Navigate to the Company level Directory tool.
2. Click Companies. 
3. Locate the company with the insurance you want to remove and click Edit.
4. Click the Insurance tab.
5. Locate the insurance record you want to remove and click the RED 'X' at the end of its row.
6. Click OK in the confirmation window.

See Also

• Add Company Insurance
• Add an Insurance Manager for Your Company
• What are the default statuses for insurance in Procore?
• Insurance Notification Emails