View User Details in the Company Level Directory Tool

• Required User Permissions

• For users that are not Directory Administrators, the project list only includes projects that both you and the user have been added to.

• Agregar una cuenta de usuario al directorio de la compañía

This functionality can be enabled in Procore Explore by joining the beta for Bulk Add a User to Projects from Company Directory.

1. Navegue hasta la herramienta Directorio a nivel compañía.

2. Haga clic en la pestaña Usuarios.

3. Click View next to the user you want to view.

4. View the user's information.

   • Haga clic en la pestaña General para ver la siguiente información:

     1. Información general sobre el usuario.

     2. Documentos, incluidos los archivos adjuntos agregados al perfil del usuario.

     3. Preferencias de comunicación

     4. administración de recursos

   • Haga clic en la pestaña Proyectos para ver una lista de proyectos a los que se ha agregado el usuario. Puede configurar su vista de tabla.

     1. You can configure your table view. Show / Hide Steps

        1. Click the table configuration icon.

        2. Select the size of the rows.

        3. Move the toggle to the ON position for the fields you want to show in the table.

           • Name

           • Number

           • Stage

           • Project Roles

           • Permission Template

           • Address

           • Program

           • Region

           • Type

           • Project Status

        4. Configure the order the columns appear.

           1. Click the header for the column that you want to move.

           2. Drag and drop the column in the desired location.

        5. Filter

           1. Click Filters.

           2. Select to filter by the following options:
              Note: Selecting multiple values within the same filter uses OR logic. Selecting values across different filters uses AND logic.

              • Stage

              • Project Role

              • Project Permissions Template

              • Program

              • Region

              • Type

              • Project Status

           3. Click Apply.

        6. Pin columns to remain visible when you scroll.

           1. Click the vertical ellipsis on the column you want to pin.

           2. Click Pin Column.

           3. Select where to pin the column.

        7. Search

           1. Enter a project name in the search box and press ENTER/RETURN on your keyboard to search.

        8. ​​​​​​​Sort table.

           1. Click the relevant column header to sort by one of the following columns:

              • Name

              • Number

              • Stage

              • Address

              • Program

              • Region

              • Type

              • Project Status

           2. Click again to switch between ascending or descending order:

              • Ascending

              • Descending

   • Haga clic en la pestaña Historial de cambios para ver una lista de los cambios realizados en el perfil del usuario. Consulte Ver historial de cambios de usuarios.