Creating Your First Project

Projects in Inori represent physical locations or business units where vendors perform work. Every compliance record lives under a project.

Create a Project

1. From the dashboard, click + New Project in the top-right corner.
2. Enter the project name (e.g., "100 Main Street" or "Downtown Office Tower").
3. Add the street address, city, state, and ZIP code.
4. Click Create Project.

Set the Certificate Holder

Each project can have its own certificate holder — useful when managing compliance for multiple entities.

1. Open the project you just created.
2. Go to the Settings tab within the project.
3. Under Certificate Holder, enter the name and address that vendors must list on their COIs.

Configure Insurance Requirements

Requirements define what coverage types, limits, and provisions vendors must carry.

1. From the dashboard, go to Requirements and create or select a template.
2. Enable the coverage types you need (General Liability, Workers' Compensation, Auto Liability, Umbrella/Excess).
3. Set the minimum limits for each coverage line.
4. Configure per-coverage provisions (Waiver of Subrogation, Primary & Non-Contributory) on each coverage type.
5. Configure global provisions (Additional Insured entities, Notice of Cancellation days) in the Provisions panel.
6. Assign the template to your project.

What Happens Next

Once a project has requirements, any COI uploaded against it will be automatically checked by Inori's AI engine. Records that meet all requirements move to Compliant; those with gaps move to Non-Compliant with a detailed breakdown of the issues.