Create a Test User Account

Creating test users allows you to firsthand experience how different roles, such as subcontractors or design team members, interact with Procore. This process helps you validate standard operating procedures and confirm what information is accessible to specific collaborators before you engage in live project work. By using email aliases, you can manage multiple test accounts through your existing email address to efficiently test workflows and permissions.

• Required User Permissions:

  • 'Admin' level permissions on the project's Directory tool.

• Additional Information:

  • Environment: Perform these steps in a dedicated test project or a monthly sandbox environment to ensure production data remains secure.

  • Monthly Sandbox: If using the monthly sandbox, remember that any users created will be cleared during the next monthly refresh.

  • Single Sign-On (SSO): If your company uses SSO, you may not be able to log in with an email alias. Contact your internal IT team for alternative solutions.

  • Browser Profiles: To test multiple users simultaneously without logging out, you can use browser profiles or incognito windows. Refer to your browser's documentation for specific instructions.

1. Navigate to the project's Directory tool.

2. Click Add User.

3. Enter a first and last name for the test user.
   Note: Use a consistent naming convention, such as including 'test' or 'demo' in the name, to distinguish these from real user accounts.

4. In the Email Address box, create an email alias using your regular email address.

   • To do this, add a plus sign and custom text before the @ symbol (for example, username+test1@company.com).

   • Procore recognizes this as a unique user account.

5. Select the appropriate permission template for the account from the Permission Template drop-down menu.

6. Click Add.

7. Review the user information and click Save.

8. To act as the test user, log in to Procore using the email alias and your credentials.