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Procore Support (en-au)

Designate an Insurance Manager for Your Procore Company

Objective

To designate a user as an insurance manager for your company's Procore account. 

Background

In Procore, the term Insurance Manager refers to an internal employee (or multiple employees) at your company who serve as your organization's primary point of contact(s) for ensuring that the insurance policies for your contractors, subcontractors and other vendors are in compliance with requirements and that their required policies and certificates are kept up-to-date.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • There is no limit on the number of users who can be designated as insurance managers.
    • An insurance manager is typically an employee of your company.
      • If the manager has 'Admin' permissions on the Company Directory, they are responsible for managing the insurance records for ALL of the companies (e.g., subcontractors, vendors, suppliers and so on) in your Company level Directory tool. 
      • If the manager has 'Admin' permissions on the Project Directory, they are are responsible for managing the insurance records for ALL of the companies (e.g., subcontractors, vendors, suppliers and so on) in your Project level Directory tool. 
    • If you want your Insurance Manager to be alerted by an automated email notification when an insurance certificate is close to its expiration date, see Insurance Notification Emails

Steps

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Click Edit next to the user you want to designate as an insurance manager.
  4. Mark the Is an Insurance Manager of [Company Name]? checkbox.
  5. Click Save
    This designates the user as an insurance manager for your company's Procore account. They will receive email notifications for expiring insurance records added to the Company level Directory and added to the Project level Directory for projects they have been added to.
    Note: This user's name will now appear in the 'Insurance Notification Emails' list in the Company level Admin tool.

See Also