Question | Answer | Tags |
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Can you confirm that the data transmitted between Procore and TrustLayer is encrypted? | Yes | data, encrypted, encryption |
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Is the data that resides in TrustLayer encrypted at rest? | Yes | data, encrypted, encryption |
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Are we able to define role-based access for users within TrustLayer? | There are five roles/permission levels in TrustLayer | access, permissions, roles |
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Does TrustLayer use Procore-based authentication or do we need to configure new accounts within TrustLayer? If new accounts are required, are we able to integrate authentication with Azure AD? | TrustLayer is not integrated with any SSO (single-sign on) providers right now. Users will need to be provisioned (created) in TrustLayer manually and will log into TrustLayer separately from other authentication. | Azure, Azure AD, authentication, configuration, configure, new accounts, permissions |
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Are the emails sent from TrustLayer sending as http://erdman.com/ or a different email domain? | • Emails from the TrustLayer system come from a http://trustlayer.io/ email address.
• We can configure the sender but they will need to add DNS records if they want to send from their own domain, otherwise it will show “via sendgrid” and could potentially be marked as spam. | configure, dns, email, sendgrid, sending domain, spam |
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What is the backup protection on the file system within TrustLayer? Are we able to restore deleted items? Does the system track versions of documents and allow for restore? | We store documents on S3 buckets, and we soft-delete records on our database. Recovering is possible by submitting a ticket. | backup, database, deleted, protection, recovery, restore, s3, versions |
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What commitment status needs to be selected in ProCore for data to sync to TrustLayer? | Approved, or Out for Signature. It is possible to customize this at the customer level. | approved, commitment, data, status, sync |
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Insurance on Procore Mobile apps | Procore does not have a Reports tool in the mobile app to view the Vendor Insurance report at this time. Procore suggests using your mobile device's web browser to view that Vendor Insurance report. |
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What contact requirements need to be set up before data will sync to TrustLayer? | A primary contact and email address need to be setup in procore for the company. This can be done in the directory section. | company, contact, data, directory, email, primary contact, setup, sync |
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Which types of commitments can be synced with TrustLayer? | Either a PO or Subcontractor commitment can be synced to TrustLayer. This can also be customized at the customer level. The important thing is that the status is set to one of the “active” values (see above). | PO, commitment, data, purchase order, subcontractor, sync |
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How often does data sync between TrustLayer and Procore? | Party and project updates from Procore are processed in real-time. Compliance updates from TrustLayer are also sent to Procore in real-time. |
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How to set up a primary contact in Procore? | Company Tools > Directory > Companies > Edit | contact, primary contact |
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