Bring on a new client

Each client is its own Procore company. The client keeps control of it: it installs LaunchPad Safety, chooses which projects the app can use, and can take that access away at any time. You never need to be the client's Procore Administrator.

Ask the client for three things

1. Install LaunchPad Safety in their Procore company: Procore's company Admin tool → App Management → Install App → Install Custom App, with the App Version Key shown on your Settings → Connect Procore and settings page. Their Procore Administrator does this. See Install LaunchPad Safety in your Procore company.
2. Give the app the projects you'll work on, when they approve its permissions.
3. Add you (and each of your people) to those projects' Procore Directory, with the Procore permissions your contract needs. LaunchPad Safety matches people to Procore by their sign-in email.

Connect the client

1. Open Settings → Connect Procore and settings.
2. Click Verify with Procore and sign in with your Procore account. You'll see the client's company in the list once they've added you.
3. Click Connect next to it. LaunchPad Safety reads its projects, and the client appears on Clients under its Procore name.

Set the client up

On Clients, on the client's card: - Name: rename it the way you refer to the client. - Jurisdiction: federal OSHA by default. Change it if the client's work falls under a state plan. - Report logo: upload the client's logo; it goes on that client's reports. - Manual and rules: add the client's HES manual and rules. See Each client's manual and rules. - Assign: choose who in your firm works for this client. See Your people and client participants.

If something goes wrong

• "Connected to another LaunchPad Safety account": the client's Procore company is already connected to another account, often the client's own. Ask the client to invite you into it instead. See Clients with their own LaunchPad Safety.
• "LaunchPad Safety is not installed in this company yet": the client hasn't installed it, or installed it in a different Procore company. Ask them to check App Management.
• "The free trial includes up to 2 clients": choose a plan to add more.

Good to know

• Connecting a client takes nothing from the client: their Procore data stays theirs, and what you create goes into their Procore projects.
• Each Procore company can belong to only one LaunchPad Safety account.