Create a User Account in the Project Directory

A Procore user profile lets a person log in to the platform. You can create a new user in the Company or Project directory. Once a user is added to a Project Directory, they can perform actions based on their assigned permissions.

When a user is added in the project's Directory. They are also added to the company's Directory. If the user already exists in the Company Directory, you can add them to your project's Directory instead.

• Required User Permissions

• Users created in the Project level Directory tool are also automatically added to the Company level Directory tool.

• To bulk import users, you can request an import, or import users directly.

  • Request Company and People Imports.

  • Import Users & Vendors into your Project Level Directory Tool (Procore Imports).

1. Navigate to the Project level Directory tool.

2. Click Add User.
   OR
   
   Click Add and select Add User.

3. Complete the form.
   Note: Additional fields configured by your company may be displayed or required. See Create New Configurable Fieldsets.
   Beta Note: If you do not have permissions to assign permissions templates, you can only assign the default template for the project.

   • First Name. Enter the new user's first name.

   • Last Name. Enter the new user's last name.

   • Email Address. Enter the new user's email address. This will be the email that they use to log in to Procore. In order to add the record, the email address entry must use the proper format (e.g., jsmith@example.com).

   • Permission Template. Select a permissions template.
     Beta Note: If you do not have permissions to assign permissions templates, you can only assign the default template for the project.

4. Click Save.
   

1. Edit the user's account to provide additional information.

2. Edit a User's Default Email Notifications

3. Configure Schedule Notification Emails

4. Invite the user to your project.