Add an Executive Sponsor

To add an Executive Sponsor in the company's Admin tool.

An Executive Sponsor is the financial contact who has a vested interest in the success of Procore at your company. This sponsor receives regular updates on project statuses and milestones but may not be involved in daily implementation tasks. Users with 'Admin' permissions on the Company level Admin tool can manage which users are assigned as Executive Sponsors.

• Required User Permissions:

  • 'Admin' on the company's Admin tool.

• Additional Information:

  • Only one Executive Sponsor can be added at the same time.

  • Any user can be selected as an Executive Sponsor.

  • A company can have an unlimited number of Executive Sponsors.

  • A user can be flagged as both an Executive Sponsor and an Account Administrator. See Add an Account Administrator.

• 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).

1. Navigate to the company's Admin tool.

2. Under 'Company Settings,' click General Settings.

3. Scroll to the 'Executive Sponsor' section.

4. 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 Executive Sponsor, the user's name cannot be selected again.

5. Click Add Executive Sponsor.
   Your changes will be saved automatically.