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Procore

Manage Company Information

 Limited Release
This article describes features that may not yet be available in your Procore account. See Procore Construction Network: Create Your Company's Profile and Join the Network for more information.

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:
    • At this time, logos cannot be added for individual addresses.

Steps

Manage Company Information

  1. Navigate to the Company level Admin tool.
  2. Under 'Company Settings', click Company Information.

    admin-tool-company-info-pcn.png
     
  3. In the 'Business Page Settings' section, you'll see one of the following messages:
    • Complete your Business Page: If your company is not yet searchable on the Procore Construction Network, this section shows you which steps need to be completed before your company can have a searchable business page on the Procore Construction Network.
    • Visible on the Construction Network: If your company is searchable on the Procore Construction Network, this section shows a link to your Procore Construction Network business page.
  4. 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
  5. In the 'Provided Services' section, click the icon-edit2.png edit icon to add or update the list of services that your company provides.
  6. 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.
  7. 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.