Remove an Executive Sponsor
Objective
To remove an Executive Sponsor in the company's Admin tool.
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.
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 the 'Executive Sponsor' section.
Click on the remove
icon across from the user's name on the rightmost side of the table.
Note: If only one user is designated as the Executive Sponsor, the role must be assigned to another member of the team from the 'Delete Executive Sponsor' modal before the user can be removed.Optional: Select another user from the Executive Sponsor drop-down menu on the 'Delete Executive Sponsor' modal.
Optional: Click Reassign Executive Sponsor from the 'Delete Account Administrator' modal.