Company Management

Manage your company details, sync external data, and configure company-wide settings.

Accessing Company Management

Navigate to Admin → Company from the main menu to view and manage your company information.

Company Details

The company details page displays your organization's current information. From here you can view and edit core company data such as the company name and other identifying details.

Editing Company Information

1. Click the "Edit" button on the company details page
2. Update the company name or other details as needed
3. Click "Save" to apply your changes

Syncing with Procore

For companies connected to Procore, the sync button allows you to import data from your Procore account. Clicking "Sync" will pull in:

• Projects: All active projects from Procore
• Locations: Project locations and site areas
• Contractors: Contractor companies and contacts
• Trades: Trade classifications and specializations

Automatic Role Creation

When a new company is created, a "Worker" role is automatically created for the company with onboarding access enabled. This ensures that every company has a default role ready for assigning workers immediately.

Modules

The Modules panel lets you enable or disable features for your company. When a module is disabled, it is hidden from navigation menus, its routes are blocked, and its permissions are hidden from the role management screen. Available modules:

• Time Tracking: Worker check-in/check-out and time entry management
• Daily Uploads: Upload daily files and attachments
• Visitor Logs: Visitor check-in and tracking
• Accidents: Report and track workplace accidents
• Spot Check: Perform random worker spot checks
• Subcontractor Notes: Manage subcontractor notes
• Notes: Create and manage daily notes
• Photos: Upload and manage project photos (disabled by default)

Company Settings

Configure company-wide preferences and requirements from the settings section:

• Safety Orientation Requirements: Define whether workers must complete safety orientations before accessing job sites
• Access Card Requirements: Configure whether workers need access cards for site entry
• Onboarding Settings: Set up the worker onboarding flow and required steps
• Require Worker Photo: When enabled, admins are automatically redirected to the face photos page after adding a new user so they can upload or capture the worker's photo
• Export Preferences: Configure default export formats and automatic sync behavior

Export Settings

For Procore-integrated companies, the Export Settings section lets you configure where data is sent when exporting ManpowerLogs to Procore:

• Manpower Logs Destination: Choose whether worker time entry details are sent to the Procore Comments (notes field) or a Custom Field
• Subcontractor Notes Destination: Choose where subcontractor notes (entered by workers during checkin/checkout) are sent. Options are None (don't send), Comments, or Custom Field. If the same destination is selected as Manpower Logs, the notes will be merged together

Click "Load Custom Fields" to fetch available ManpowerLog custom fields from Procore. This allows you to select a specific custom field from a dropdown instead of entering the ID manually.