Deactivate a Company in the Project Directory
In BetaA redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.
A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.
Things to Consider
Inactive companies no longer appears as selections in Procore's drop-down menus and lists.
Inactive companies are archived in the Directory tool and can be reactivatedat any time.
If your company has enabled the Procore + ERP Integration:
You might need to consolidate duplicate entries since only one Company level entry can be tied to an ERP vendor. In such cases, you may need to reassign users to the chosen company entry and inactivate the other duplicate company entries.
Prerequisites
Users cannot be associated with a company record when it's deactivated. If there are users, you must take one of the following actions:
Remove users from the company record or associate them with a different company. See Edit a User Account.
Steps
Navigate to the Project level Directory tool.
Locate the company in the list, then click Edit.
ORClick the company's name.
Click Deactivate Company.