Settings
Settings that can be configured in the Company Admin tool.
What are SSO Configuration, WBS, & Trades?
This permission is required to access the Company Level Permissions tool.
What is Admin to the Permissions tool?
How to login to/access Procore.
What is being added as a user to a licensed Procore account?
The "Create Project" button in the portfolio is "grayed out" or "not visible" to a user.
What is an account has reached Project Cap or the user has Insufficient Permissions.
Core Toolset, Analytics 2.0, Connectability for Drawings
What are the queues we support?
This tab allows users to see their licensed tools in the Company Admin tool.
What is Account Information?
Where a user must set the Primary Bid Contact for a Company's account.
What is the Company Level Directory Tool via the Bidder Info tab?
Allows multiple companies to be merged into one.
What is the merge companies feature?
The purpose of the "Schedule" folder in the Documents tool.
What allows users to see the history of uploaded files to the project's schedule tool?
User Training
What is the least recommended Issue Type?
Where a user would set up their Cost Codes for the Company.
What is the Company Level Admin Tool > Work Breakdown Structure?
Used to manage granular permissions on a permission template.
What is the Permissions Tool?
The login email and the notification email addresses.
What are the two email addresses listed on a user's profile in the Directory?
The permissions needed to move files to the recycle bin in the project-level Documents tool.
Do they need either Admin, Read-Only + Granular Permissions, or Standard + Granular Permissions to the Documents tool?
Customer Support Issued JIRA; The starting place for a Dev Team JIRA that is created by Support.
What is a CSI JIRA?
Where you can find the security settings for a Company.
What is the Company Admin tool > General Settings?
This is a Permissions template that non-Admin users can assign to other users.
What is an Assignable Permissions Template?
This is how you determine if a user has an SSO login.
What is the point of navigating to the Procore login page, entering the client’s email, hitting “tab,” then continue to see if you are routed to an SSO page; or checking the Single Sign-On Configuration page in the Company Admin tool?
This is where an Admin user can inactivate a user from their entire account.
What is the Company Level Directory Tool?
CRC 150,000₡ per quarter to use on your wellness.
What is Procore Perks?
Where you set Configurable Fieldsets.
What is Company Level Admin Tool > Project Settings > Fieldset tab?
The kind of permission template that can be assigned to any user on any project in your company's Procore account.
What is a Global Permission Template?
This is how you can determine if a user has a Multi-Factor Authentication (MFA) set up.
What is the point of navigating to the Procore login page, entering the client's email address, hitting “tab”, then continue to see if you are routed to Procore’s MFA authentication page?
A user can connect their project to projects in other Procore company accounts.
What is the purpose of Connection Manager?
Larry Stack
Who is the Chief Revenue Officer?