Remove Project Insurance from a Company in the Project Directory

Objective

To remove insurance information for a company on a project. 

Things to Consider

• Required User Permission:
  • 'Admin' level permission on the project's Directory tool.
• Prerequisite:
  • The user performing the steps below must be designated as the Insurance Manager for your company's Procore account. See Designate an Insurance Manager for Your Procore Company.

Demo

Steps

1. Navigate to the Project level Directory tool.
2. Click Companies.
3. Click Edit next to the company you want to remove project insurance for
4. Click Insurance.
5. Click the RED 'X' on the row with the insurance record you want to remove.
6. Click OK in the confirmation window.
   This removes the information from the company record.

See Also

• Add Project Insurance
• Add an Insurance Manager for Your Company
• Insurance Notification Emails