Modifier un compte d’utilisateur dans le Répertoire de la compagnie

Éléments à prendre en compte

Étapes

  1. Accédez à l’outil Répertoire au niveau de la compagnie.

  2. Recherchez le dossier de l’utilisateur à modifier. Cliquez ensuite sur Modifier.

  3. Facultatif : Si l’utilisateur est employé ou affilié à une entreprise déjà dans le Répertoire au niveau de la compagnie, vous pouvez mettre à jour les informations personnelles de l’utilisateur avec les informations de la compagnie en sélectionnant la compagnie dans le menu déroulant « Nom de la compagnie » et en cliquant sur Copier dans les informations personnelles.

  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. Enregistrez les informations :

    • Optional: Mark the checkbox to send an invitation.

    • Cliquez sur Enregistrer ou Enregistrer et gérer des projets.

 Astuce

Pour modifier les champs de planification des ressources du Répertoire, voir Modifier les informations de planification des ressources pour les personnes.

See Also

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