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Procore (en-CA)

Configure Advanced Settings: Company Level Inspections

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Objective

To set preferences for the Company level Inspections tool.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Company level Inspections tool to manage the settings of the tool and the permissions of all other users on the Company level Inspections tool.

Steps

  1. Navigate to the Company level Inspections tool.
  2. Click the Configure Settings  icon.
Type Configuration
  1. Under "Project Types," add in any inspection types you would add to your projects (e.g. Safety). (Note: You will be able to edit this inspection type once you create a Project level inspection.) See Delete an Inspection Type.
  2. When you are done adding inspection types, changes are automatically saved, so you can click out of the page by clicking Back.
Permissions Table

  1. Click the Permissions Table sub tab in the right sidebar.

  2. Set each user's permission for the Inspections tab according to your preferences.  

    • check.png Access

    • x.png No Access

  3. For a list of what users can do at each permission level in Inspections, see the Permissions Matrix.
    • In the example screenshot below, the user has 'Standard' level permissions.

      user permissions, inspections.png

See Also