Add an Account Administrator
Objective
To add an Account Administrator in the company's Admin tool.
Background
The Account Administrator is the main contact for setting up and maintaining your Procore account at a high level. Users with 'Admin' level permissions on the company's Admin tool can select which users are assigned as your company's account administrators.
Things to Consider
Required User Permissions:
'Admin' on the company's Admin tool.
Additional Information:
Only one Account Administrator can be added at the same time.
Any user can be selected as an Account Administrator.
A company can have an unlimited number of Account Administrators.
A user can be flagged as both an Executive Sponsor and an Account Administrator. See Add an Executive Sponsor.
Prerequisites:
Active users will need to be imported into the company's Directory tool. See Import Contacts into your Company Level Directory Tool (Procore Imports).
Steps
Navigate to the company's Admin tool.
Under 'Company Settings', click General Settings.
Scroll to 'Account Administrator'.
Select a user from the drop-down menu.
Notes:The drop-down menu will include all active users from the Company Directory.
If the user is already selected as an Account Administrator, the user's name cannot be selected again.
Click Add Account Administrator.
Your changes will be saved automatically.