Prerequisite #1:  Install the Google Chrome web browser. Users of the lienwaivers.io Procore integration will need to use Google Chrome in order to manage lien waivers within Procore.  Also, if you have any popup blockers installed on your machine you'll want to disable those for lienwaivers.io.

Prerequisite #2:  Have your Procore administrator set the following permissions on projects you'll be managing lien waivers for.

Let's start with the Blake Real Estate account.  

1.  Have someone with access to the Blake Real Estate lienwaivers.io account invite your @blakereal.com email address to the team. (They can do this in their account by clicking the Menu button in the upper lefthand corner, then Invitations)

2.  Accept the email invitation and make sure that the link is opened in a Google Chrome web browser.

3.  From your lienwaivers.io dashboard click on the Menu button in the upper lefthand corner.  Then click 'Settings'.

4.  Under the 'Connected Apps' tab toggle the 'Enable' button on.

5.  When prompted, login to your Blake Real Estate Procore account and allow lienwaivers.io access to manage waivers within Procore. (After allowing access you'll be brought back to your lienwaivers.io account)

6.  Click on the blue 'Settings' button in the Procore card and then select Blake Real Estate under the Company office dropdown.

7.  Next, install the lienwaivers.io Procore extension by clicking on 'Install Procore Extension'. 

8.  You'll be brought to the Chrome Web Store showing the lienwaivers.io Procore Extension page.  Click the 'Add to Chrome' button.

9.  A dialogue box will pop up.  Click 'Add Extension'.

Great work!  Now let's move on to the CCSI Construction account.  

1.  Have someone with access to the CCSI Construction lienwaivers.io account invite your @blakereal.com email address to the team. (You will use your @blakereal.com email address to connect to both lienwaivers.io accounts.)

2.  Accept the email invitation and make sure that the link is opened in a Google Chrome web browser.

3.  From your lienwaivers.io dashboard click on the Menu button in the upper lefthand corner.  Then click 'Settings'.

4.  Under the 'Connected Apps' tab toggle the 'Enable' button on.

5.  When prompted, login to your CCSI Construction Procore account and allow lienwaivers.io access to manage waivers within Procore. (After allowing access you'll be brought back to your lienwaivers.io account)

6.  Click on the blue 'Settings' button in the Procore card and then select CCSI Construction under the Company office dropdown.

You did it!  You're now are able to start managing lien waivers within Procore.

Note:  If you'd like to switch from the Blake Real Estate account to the CCSI Construction account (or vice versa) you can use the Menu button, then 'Switch teams'

Then you can choose the account you'd like to view by clicking 'Go' in the account card.

If you run into questions please use the chat bubble in the lower righthand corner and someone with our customer success team will be able to help.

Happy lien waivering!

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