Getting Started
Recommended Learning Path for Procore Administrators
To help streamline the setup process, it's recommended that your company's Procore Administrator follow these instructions. For answers to common questions about the Procore Administrator (a.k.a., Company Admin) role, see these Common Questions.
Note
Procore Implementation
For a detailed breakdown of each step during the implementation process, please see Procore Implementation Roadmap.
Company Level Configurations
Welcome to Procore! The following instructions are for the person(s) at your company that will serve as your company's Procore administrator (i.e. the person responsible for setting up and configuring your Procore account).
General
- Configure Your Company Settings
- Create Your Company's Default Work Breakdown Structure
- Custom Forms
- Install Procore's Mobile Application (iOS, Android)
- Install Procore Drive - Procore Drive Setup Guide (PC only)
User Management
Project Level Configurations
To learn about your tool-specific configuration options, see the links in the Tool Configuration Management table below and visit the User Permissions Matrix - Web.
Tool Configuration Management