Deactivate a Company in the Project Directory

 En version bêta

Une version remaniée de l’annuaire du projet est actuellement en version bêta et peut être activée avec Procore Explore.

Things to Consider

  • Required User Permissions

  • 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 reactivate at 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

Steps

  1. Navigate to the Project level Directory tool.

  2. Locate the company in the list, then click Edit.
    OR
    beta-feature.png Click the company's name.

  3. Click Deactivate Company.

See Also

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