Editar una cuenta de usuario en el directorio de empresa

Temas a considerar

Pasos

  1. Vaya a la herramienta Directorio de nivel de empresa.

  2. Busque el registro de usuario que desee modificar. A continuación, haga clic en Editar.

  3. Opcional: Si el usuario está empleado o afiliado a una empresa que ya está en el directorio de nivel de empresa, puede actualizar la información personal del usuario con la información de la empresa seleccionando la empresa en el menú desplegable "Nombre de la empresa" y haciendo clic en Copiar. a Información personal.

  4. Update the user's Personal Information. Show/Hide Fields

    • First Name. The user's first name.

    • Last Name. The users' last name.

    • Initials. The user's initials.

    • Email Address (Admin Only). The email address where the user receives Procore notifications.
      Notes:

    • Login. Edit the user's login information. This is the specific email address that receives security-related communications, such as password resets.

    • Address. The user's address.

    • City. The city associated with the user's address.

    • Country/State. The state associated with the user's address.

    • ZIP. The ZIP code associated with the user's address.

    • Business Phone. The user's business phone number.

    • Business Fax. The user's fax number.

    • Cell Phone. The user's mobile phone number.

    • Job Title. The user's job title.

    • Tags/Keywords. Any tags and keywords for the user.

    • Admin Only: The following fields can only be viewed and updated by users with 'Admin' level permissions on the Company level Directory tool.

      • Active? A checkmark indicates that the user is active.

      • Classification. A classification for the user. See Add a Classification.

      • Send This User Messages. Users can receive messages from Procore 'Via Email' or 'Not at All'.
        Notes:

        • Setting this to ‘Not at All’ stops all Procore emails, including password resets, invitations, and distribution list messages.

        • If you will be designating this user as an invoice contact, always select 'Via Email' to ensure that any invoice-related messages are sent.

      • Is Employee Of [Company Name]?. A checkmark indicates that the user is an employee of your company.

      • Is an Insurance Manager of [Company Name]? A checkmark indicates that the user is an for your company.

      • Attachments.

        1. Click Attach File(s) or use a drag-and-drop to select a file on your computer and attach it to the user's record.

  5. Guarde la información:

    • Optional: Mark the checkbox to send an invitation.

    • Haga clic en Guardar o Guardar y gestionar proyectos.

 Sugerencia

Para editar campos de Planificación de recursos del directorio, consulte Editar información de planificación de recursos para personas.

See Also

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