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Procore

Add Companies

 

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  • Procore > Project > Project tools > Directory > Companies tab > start typing the company name to check it’s not in there already >
    • If it is there, select the company > add to project.
    • If it isn't in there > add company (and address if you know it) > Create
  • Vendor is automatically set up in OneCore and Xero.
  • Let Accounts know that the vendor's bank details need to be set up in Xero.

 

 

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Overview

Store all contact data for project team members and vendors. Invite project collaborators and control which tools they can access as well as their tool-specific permissions.

 
 
 
 
 
 
 
 
 
 
  • Add and edit user information at the Project level
  • Invite and re-invite people to join Procore as end users
  • Grant access permissions to Procore tools and configure tool settings
  • Import companies and people