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- https://en-au.support.procore.com/products/online/user-guide/company-level/directory/release-notes/2023Assignable permissions templates are now available for the Company level Directory, allowing users with granular permission to 'Create and Edit Users' in the Company level Directory to assign other us...Assignable permissions templates are now available for the Company level Directory, allowing users with granular permission to 'Create and Edit Users' in the Company level Directory to assign other users an assignable Company level permission template and grant access to Company level tools. Read more in the Announcement and see tutorials to Assign a Company Permissions Template to a User in the Company Directory and Change a User's Permissions to Company Tools in the Company Directory.
- https://en-au.support.procore.com/faq/what-are-touch-commandsSwiping: Swipe left and/or right when viewing an item on a list to view the previous or next item in the list. A right swipe will bring you to the previous item, while a left swipe will take you the n...Swiping: Swipe left and/or right when viewing an item on a list to view the previous or next item in the list. A right swipe will bring you to the previous item, while a left swipe will take you the next item in the list. Pinch Gesture: Pinch your thumb and finger over a zoom-enabled item to zoom in and out of the item. Checkmark: Drawing a checkmark with your finger over a defect list item will close out the item.
- https://en-au.support.procore.com/faq/does-the-hh2-synchronization-process-for-sage-300-cre-require-a-terminal-serverHowever, during the implementation process, an IT resource (i.e., your company's Sage 300 CRE® Administrator) will work with your Procore point of contact to install and configure the hh 2 synchronisa...However, during the implementation process, an IT resource (i.e., your company's Sage 300 CRE® Administrator) will work with your Procore point of contact to install and configure the hh 2 synchronisation client on the Sage 300 CRE® server (see Sage 300 CRE®: Setup Guide).
- https://en-au.support.procore.com/faq/what-is-the-correspondence-toolThe Correspondence tool enables you to capture a variety of business processes and send custom communications created through a template to collaborators, such as colleagues, subcontractors, contracto...The Correspondence tool enables you to capture a variety of business processes and send custom communications created through a template to collaborators, such as colleagues, subcontractors, contractors and clients. The tool provides configurable templates for formal and informal communication types that can be sent from one party to another. An example of such a communication type is Notice of Delay, Extension of Time, any site-related instructions and general correspondence.
- https://en-au.support.procore.com/faq/if-a-user-does-not-have-permission-to-view-a-specific-correspondence-type-can-they-see-that-correspondence-type-in-their-project-overview-dashboardAnswer A user must have permissions to see a correspondence type for it to appear on their Project Overview dashboard. See Also Grant Granular Permissions in a Project Permissions Template
- https://en-au.support.procore.com/faq/how-do-i-set-up-permissions-for-a-correspondence-typeAnswer You can use permission templates in the company level Permissions tool to configure default project permissions for each of the correspondence types you create. Demo Video See Also Grant Granul...Answer You can use permission templates in the company level Permissions tool to configure default project permissions for each of the correspondence types you create. Demo Video See Also Grant Granular Permissions in a Project Permissions Template Manage Project Permissions Templates
- https://en-au.support.procore.com/faq/can-i-mark-all-photos-private-in-the-projects-photos-toolA user with 'Admin' level permission to the Photos tool can configure the Photo tools settings to mark all photos 'Private' by default (see Configure the Photos tool to Mark All Photos as Private belo...A user with 'Admin' level permission to the Photos tool can configure the Photo tools settings to mark all photos 'Private' by default (see Configure the Photos tool to Mark All Photos as Private below). Configure the Photos Tool To Mark All Photos as Private Place a checkmark in the Make photos uploaded to the Photos tool private by default box. Mark the checkbox over the photos you want to mark as private in the Timeline view or from within an album.
- https://en-au.support.procore.com/faq/how-do-i-add-tools-to-my-favorites-list-in-procoreIn Procore, you can create two (2) separate lists of favourite tools in Procore. As shown below, you can create one (1) list for your favourite Company level tools and one (1) list for your favourite ...In Procore, you can create two (2) separate lists of favourite tools in Procore. As shown below, you can create one (1) list for your favourite Company level tools and one (1) list for your favourite Project level tools. Note: You can also create an 'across-project' list which you can apply to all of the Procore projects in your company account to which your user account has been granted access permission. Add Favourites to the Company Tools Menu Add Favourites to the Project Tools Menu
- https://en-au.support.procore.com/products/online/user-guide/project-level/meetings/tutorialsThis page includes a list of tutorials for various tasks that can be performed in the project's Meetings tool.
- https://en-au.support.procore.com/products/online/user-guide/project-level/drawings/videosThis page includes training videos that show how to perform various tasks in or related to the project's Drawings tool.
- https://en-au.support.procore.com/getting-started-with-procore/set-up-a-project-in-procoreHow to set up a project in Procore.