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Procore

Manage Company Information

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 Limited Release
This article describes features that may not yet be available in your Procore account. See Procore Construction Network.

Objective

To manage company information in the Company level Admin tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:

Steps

Manage Company Information

  1. Navigate to the Company level Admin tool.
  2. Under 'Company Settings', click Company Information.
  3. Click the edit icon-edit2.png icon to make any changes to your company information or Procore Construction Network settings. 

    admin-tool-company-info-pcn.png
     
  4. In the 'Business Page Settings' section, you'll see one of the following messages:
    • Make your profile visible on the Construction Network: Mark this checkbox to make your company searchable on the Procore Construction Network. See What is the Procore Construction Network?
    • Display your Procore Activity on the Construction Network: Mark this checkbox to showcase your Procore activity to solicitors on the Procore Construction Network.
    • Your Company is Open to Receiving Tenders: Mark this checkbox if you want your company to receive tender invitations through the Procore Construction Network
      Note: You will also need to set tender contacts for your company. See Set Tenderer Information for Your Procore Company.
  5. In the 'General Information' section, click the icon-edit2.png edit icon to add or update the following fields:
    • Company Logo
    • Legal Company Name
    • Doing Business As
    • Company Type
    • Website
    • Construction Sectors
    • Project Types
    • About Us
  6. In the 'Provided Services' section, click the icon-edit2.png edit icon to add or update the list of services that your company provides.
  7. In the 'Addresses' section:
    • Click +New Address to add a new address.
    • Click the icon-edit2.png edit icon next to an existing address to update it.
    • Click the icon-ellipsis-vertical.png vertical ellipsis icon next to an existing address to set it as the primary address or delete it.
  8. In the 'Service Area' section, click the icon-edit2.png edit icon to add or update the states included in your company's service area.

Manage Office Reporting Settings

  1. Navigate to the Company level Admin tool.
  2. Under 'Company Settings', click General Settings.
  3. In the 'Office Reporting Settings' section, click Edit to update the following:

    • Division Visible on PDF: The text entered into this field, if populated, will overwrite the company name that is visible on PDFs exported from projects associated with this office. See Assign an Office Location to a Project. If your company categorizes its offices into divisions or branches, you can enter the name for the office here. For example, business divisions can used to signify specific regions (i.e., Northwest, Northeast, Southwest), construction types (i.e., Infrastructure, Residential, Commercial) or even specific subdivisions of a company. Note: The Division Name cannot contain the word 'or'). 

    • Office Logo: Click Choose File or drag-and-drop a file from your computer that will serve as the office logo. Office logos must not exceed 200 x 70 pixels and have a file size limit of 3.0 MB. The logo that you upload here will appear on most emails, forms, pages and reports associated with the office.
  4. Click Save.