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Procore

Edit an Office Location

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 Limited Release
Procore is adding a new 'Company Information' tab where certain companies can manage their office settings. If you do not see the 'Office Settings' options in the 'General Settings' tab, see Manage Company Information instead.

Objective

To edit one of your company's office locations in the Company level Admin tool. 

Background

If you have 'Admin' level permissions on the Company level Admin tool, you can edit the information for every office location that has been added to your company's Procore account. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • When you edit the name of an office location, it can take several minutes for the change to update in other Procore tools. 

Prerequisites

Add an Office Location

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Company Settings', click General Settings.
  3. Scroll to Office Settings.
  4. Click Edit next to the office location that you want to edit.
    edit-button.png
    This opens the 'Office for ' window. 
  5. Do the following:

    • *Office Name. Add the title of the office. This is a required field (Note: An office name cannot contain a single ('), double quote ("), or the word 'or'). 

    • 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 categorises 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'). 

    • Phone. Type the main contact phone number associated with this office.

    • Fax: Type the main fax number associated with this office.

    • Address. Enter the number and street name for the office. 

    • City. Enter the city name. 

    • Country. Select the country from the drop-down menu.

    • State. Select the state from the drop-down menu.

    • Postcode. Enter the postcode. 

    • Upload 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. File size limit: 3.0 MB. The logo that you upload here will appear on most emails, forms, pages and reports associated with the office. See Upload an Office Logo. 

  6. Click Save.

See Also