Directory/Login
This setting marks a user and an employee of your company
What is "is an employee of..."
This is a button that allows a company level report to be used on every project
This tool allows me to create templates to apply to each user to ensure the same level of access for everyone in a similar role
What is the Permissions tool?
This setting make every newly uploaded document private
What is "private by default"?
This tab of the company admin tool shows what tools the company is licensed for
What is account information?
The way to stop a user from having the ability to log in to your company
What is inactivating a user?
This is who a report is visible to when it is created
Who is the user that created the report?
The only way a user can gain access to login to Procore
What is being added to a directory in Procore?
This folder gets automatically added when a schedule is uploaded to the project
What is the Schedules folder?
In this tool you can set your project photo
What is the project level Admin tool, or Photos?
Access to this tool at the company level can not be restricted
What is "Portfolio"?
These are created from visuals that were added to custom project reports
What is a Dashboard?
This button is grayed out when the company has hit their project capacity
What is the "Create Project" button?
This allows users to be notified when changes have been made to a file or folder in the documents tool
What is file/folder tracking?
Added in the admin tool this list of places can be attached to many items in the project to specify where to work needs to be done
What are Locations?
This resource allows a CSR to check which companies a user is collaborating with
What is IPA?
What is the Outbound Emails Report (OER)?
Allow a user to view inactive projects in the portfolio
What is adding a filter for status "inactive"
.doc, .docx, .xlsx, MP4, JPEG (.jpg), bitmap (.bmp), GIF (.gif), and PNG (.png)
What are previewable document types?
This tab lists all of the integrations that a company is using in conjunction with Procore
What is the "App Management" tab?
at least 8 characters, at least one upper case character, at least one lower case character, at least one numeric character, at least one special character, and different than your last four (4) passwords
What are Procore's password requirements?
This feature allows a user to create a custom report on multiple tools
Granting a user admin level permissions to this tool grants them admin level permissions to the entire company
What is the comapny level Directory?
This tool allows a user to access the documents tool with out using a web browser
What is Procore Drive?
What is Single Sign On (SSO)?