Allow or Disallow Users to Create Locations within a Tool

Objective

To allow or to restrict users from creating new locations from the tools in a Procore project. 

Background

Locations are typically created in the Location Manager in the project's Admin tool. Admins can choose to limit location creation to the Location Manager, or allow users to add new locations in other tools, based on a setting in the Location Manager tool.

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Admin tool.
• Additional Information:
  • These settings are only available if your original locations were created manually or imported. 
  • If your locations hierarchy was generated from drawings, locations can only be added in the Drawings or Admin tools. See Add Locations to a Project.

  • This list details the Procore tools and tasks that include a 'Locations' drop-down list that interacts with the project Admin tool's Locations Manager:

    Procore Tool	To create a location, see this tutorial...
    Action Plans	Create an Action Plan
    Client Contracts 1	Create a Potential Change Order for a Client Contract
    Commitments	Create RFQs Create a Commitment Change Order
    Correspondence	Create a Correspondence Item
    Custom Tools	(custom)
    Daily Log	Create a Daily Log Item Create Equipment Log Entries Create Inspection Log Entries Create Notes Log Entries Create Manpower Log Entries Create Quality Log Entries
    Funding 2	Create a Potential Change Order for a Funding
    Incidents	Create an Incident
    Inspections	Create a Project Level Inspection
    Observations	Create an Observation
    Photos	Add Tiered Locations to a Project
    Prime Contracts	Create a Potential Change Order for a Prime Contract
    Punch List	Create a Punch List Item
    RFIs	Create an RFI
    Submittals	Create a Submittal Perform Bulk Actions on Submittals
    Timesheets	Create a Timesheet

    ¹ The Client Contracts tool is only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

    ² The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Steps

1. Navigate to the project's Admin tool.
2. In the 'Project Settings' menu, click Locations. 
   
   
    
3. Under 'Location Settings', select or clear the Only Allow Locations to be Created in the Location Manager Above box:
   • To allow users to create locations from other Procore tools, remove the mark from the checkbox. 
     OR
   • To restrict users from creating locations from other Procore tools, mark the checkbox. This means that users with 'Admin' level permission on the project's Admin tool must use the Location Manager to create locations.
     Note: Any change to this setting is saved automatically. 

Next Steps

1. Add a Multi-tiered Location to an Item
2. Edit Multi-tiered locations
3. Filter by multi-tiered locations

See Also

• Add Locations to a Project